If you are new to SmartVault, this is the place to start. In the time it takes to drink a cup of coffee, you can configure SmartVault and start storing and sharing documents securely.
When you signed up for SmartVault, an email was generated from the SmartVault system that invites you to your account. Check your inbox for this important account email. The sender is email@example.com, so it might have gone to your Junk or Spam folder by mistake.
Open the email and click on the link in it to finish creating your account. You will enter your first and last name, your phone number, and you will create your own password. Remember, SmartVault is a secure system, so everyone has to authenticate with a valid userid (email address) and password.
If you can't find the activation email, and it needs to be resent to you, follow the instructions found here - Resending the Activation Email.
Once your account is activated, use the checklist in the section below to help you get started using SmartVault.
Step 1 - Sign in to the SmartVault Client Portal
Step 2 - Verify that the setting for your time zone is correct
Step 3 - Add an additional admin to your account (optional)
You may want someone else in your company, such as a trusted employee, to act as an additional administrator. Administrators have full control over the account and help other users, staff and your clients with support and training. To add someone to the Administrators group for your SmartVault account, see Adding an Additional Administrator to your Account.
Step 4 - Custom brand your account (optional)
Step 5 - Install the SmartVault desktop software
Get more done—faster—with the SmartVault Desktop software for Windows. See Install the SmartVault Desktop software.
Step 6 - Map the SmartVault Drive
After installing the SmartVault Desktop software, map our SmartVault Drive. See Map the SmartVault Drive.
Step 7 - Create your Vault and folder structure
The structure that you build out in your free trial month needs to reproduce—or better still—enhance the folder structure(s) you currently use to store and share documents with your staff . To help you do that, we have a few simple best practices with examples of folder sets. Review the links below about vault and folder structures. We recommend you review these before starting your design.
Step 8 Integrate Reckon Accounts with SmartVault (Toolbar)
Integrate your Reckon Books and your client's books into your account. This will allow you to attach and upload source documents to your Reckon transactions as you do your bookkeeping.