Note: If you are using SmartVault for Lacerte or Proseries see this article.
Using SmartVault in hosted environments (desktops provided by application service providers) is easy. Before getting started, review these items:
Take a look at our blog posting to help you determine if hosting is the right for you. To Host or Not to Host?...
Use the SmartVault Workflow to upload and attach your documents to the SmarttVault Toolbar in QuickBooks.
Scan and Attach directly to the SmartVault Toolbar if you have remote scanning available
Scanning Some hosting providers these days offer scanning directly to the hosted desktop from your local computer. If so, ensure that you have the necessary tools installed locally. (check with the service provider) If not, use the SmartVault Inbox that is installed on your local machine when you download the SmartVault Desktop software.
SmartVault Drive Some service providers do not provide the SmartVault Drive feature. That's ok. Install the on your local machine when you download the SmartVault Desktop software.