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Home > Product Features > SmartVault Portal > SmartVault Portal How-To Guides > Navigating in the Portal with Advanced View

Navigating in the Portal with Advanced View

Overview

 

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Goal

After completing this how-to you will have an understanding of how to navigate in the Portal with advanced view.

Steps

  1. Log into the Smart Vault sign in page. my.smartvault.com

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  2. The left side of the screen is the location area of the portal.
    - The Account has Containers for categorizing the Vaults. Ex. Clients, Employees and Firm.
    - The + sign allows you to expand and see a file path to your documents.
    - The - sign allows you to close the file path.
    - The background text area of the clicked folder or document becomes gray to indicate that a selection has been made.
    -The File Tasks to the right will show you available actions for a selected document, folder and the name of your account.

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Considerations

- File tasks such as delete and upload will not be possible unless the administrator grants access.

 

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