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SmartVault Customer Center

Files and Folders View in the SmartVault Portal


The Files and Folders view provides a simple, intuitive, streamlined client portal view for guests, clients, and other users who typically need access to only a few folders or documents.


Users see only the folders they have rights to see, and can quickly view, upload, download, and send links to documents. The simplified Files and Folders view makes secure file sharing and accessing documents much easier and more intuitive for guests, clients, and users.
Although Guests, clients, and other non-administrative SmartVault users typically use the Files and Folders view, and the Files and Folders view is the default view for Guests, clients, and other non-administrative SmartVault user, any user can change their default view from the Files and Folders view to the Advanced view at any time if they prefer to work using the Advanced view. For more information, see “Changing Your Default View” .

When to Use

Guests, clients, and other non-administrative SmartVault users typically use the Files and Folders view to view, upload, and download documents.