Skip to main content

Customer Center

SmartVault Customer Center

Move a Folder in the SmartVault Portal


This article will explain how to move folders to another vault or folder in your SmartVault account. 


To move a folder,

  • You must have a user license and access (Read, Write, Create and Delete permissions) to both the source and target folders.
  • If you're moving folders across vault, you must be a vault manager on both the target and source vaults.
  • When moving folders across vaults, permissions will be lost for all users, clients and guests except administrators.


To move a folder in the SmartVault portal:
Note: Only account administrators, tax employees, and Vault Managers can create, move, copy, or rename folders. 
  1. Sign in to the SmartVault Portal.
  2. In the left tree pane, browse to the folder you want to move and select that folder.
  3. In the left tree pane, right-click that folder and select Move / Copy Folder.
  4. CP_select move_copy folder.jpg
  5. Select the folder's destination in the dialog box (identical to the file tree pane).
  6. Click Move.
  7. Click OK to confirm that you want to move the folder.
  • Was this article helpful?