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Home > Product Features > SmartVault Portal > SmartVault Portal How-To Guides > Create a Vault in the SmartVault Portal

Create a Vault in the SmartVault Portal

Overview

Consider a vault like your traditional file cabinet. It even has an icon that resembles the file cabinet in the SmartVault client portal. You can create as many vaults as you like. Once you give someone access to it, they get access to all of the folders within it. If you had new folders the user has access to those as well. Vaults are shared using group membership.
A vault contains folders. It can also contain special type of folder, Applications. You can has as many folders in the vault as you want.

Steps

  1. Sign in to the SmartVault Portal.
  2. In the Advanced view, in the left tree pane, click the account where you want to create the vault.
  3. In the right task pane, click Create New Vault.
  4. In the vault Name field, type a name for the vault.
  5. If you want to share the vault with other users, check Edit access and notification settings when vault is created.
  6. Click Create My Vault.
  7. After you create a vault, you can perform the following tasks:

Considerations

  • Though you can create vaults using this method, if you are using SmartVault for tax accounting products, you won't create your clients' vaults this way. Your clients' vaults are created through folder templates. If you're trying to create a vault for a client, you can just print a tax return from Lacerte or ProSeries to SmartVault, or add a client using the SmartVault Portal. If you're setting up your SmartVault account for tax accounting for the first time, see our getting started guide.
     
  • When you create a vault, consider typing the word “Vault” in the name of the vault. For example, type Client ABC - Vault as the name of your vault. This will help you clearly identify vaults from folders when you browser your account using the SmartVault Drive.
     
  • If you selected the Edit access and notification settings when  when you created the vault, SmartVault creates the vault and then displays the Share & Manage Access dialog box. Review and edit vault user access and notification settings, as well as share the vault with other users as appropriate. 
     
  • Before you start making a lot of vaults, review our Best Practices for Vault and Folders Structure.
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