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SmartVault Tax and Accounting plans
The Public Documents vault is shared with any user, client, or guest license whom you have shared a vault/folder with or has been invited to your account. Whether it's sharing your staff's directory; marketing materials; or links to IRS documentation, the Public Documents vault would be a place for documents that apply to a wide range of users with access to your firm's SmartVault account.
Unless otherwise specified by editing access settings for the vault, only account administrators and accounts with a User license (Employees by default) can upload files to the Public Documents vault.
You can upload files to the Public Documents vault through the SmartVault Portal:
You can also disable client sharing for the Public Documents vault.
If you haven't set any access rights or permissions, clients and guests will see the Public Documents vault and be able to access its contents as soon as he or she creates an account and accesses the client portal.
In this case, Chris Simons, CPA has uploaded his staff directory to the Public Documents vault and has shared a client vault with his client, Susan Tenenbaum: