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Home > Support > New Users > Additional Resources for New Users > Install the SmartVault App for the iPad or iPhone

Install the SmartVault App for the iPad or iPhone

Overview

The SmartVault iPad and iPhone apps are available in the Apple App Store.
 
With the SmartVault iPad and iPhone apps, you have a SmartVault command center right on your mobile device that you can use to browse, search, view and share stored documents. For information on using SmartVault on a Android device click here

With This Feature You Can...

  • Get and send links to files from your iPad or iPhone

  • Email files as attachments from your iPad or iPhone

  • Search for files on your iPad or iPhone just like in the SmartVault Portal

  • Easily upload photos to SmartVault – really handy for taking pictures of receipts (or any other images you need to upload to SmartVault)

  • Works with other iPad and iPhone apps that support the “Open in…” feature to share files between apps.

  • An enhanced PDF viewer in full-screen mode. This is fantastic for viewing PDF files on your iPad and a great way to run slide shows right from your iPad (if you save presentations to PDF one slide per page).

Steps

  1. Open the App Store on your iPad or iPhone.
  2. In the Search field, type smartvault, and then select Smartvault for iPhone and iPad in the search results list. 

    IOS_Search_For_App.PNG
     
  3.  Select SmartVault for iPhone and iPad.

    IOS_Search_Results.PNG

     
  4. Install the app from this screen. You may need to enter your Apple ID and password.

    IOS_Get_App_Main_Page.PNG
     
  5. When installation has finished, open the SmartVault app.
  6. Touch Sign In to authorize the app to use your SmartVault account.

    IOS_Sign_In_App.PNG

     
  7. Sign in to SmartVault by entering your SmartVault user ID email address and password, and then touch Sign In

    IOS_Enter_Name_Pass.PNG

     
  8. Touch Allow to grant the SmartVault app access your SmartVault account.

    IOS_Grant_Perm.PNG

     
  9. At this point, you may need to tie your account to this app. If displayed, copy the User PIN displayed in the User PIN field.

    IOS_Copy_Passcode.png

     
  10. Paste the User PIN into the field at the top of the window, and then select Go

    IOS_Tie_Account_With_Passcode.png


    Note: For security purposes, SmartVault strongly recommends that you set a SmartVault passcode lock. This helps ensure that unauthorized users will not be able to access your documents in SmartVault if you iPad or iPhone is lost or stolen.
     
  11. Touch Set SmartVault Passcode.

    IOS_Set_Pin.PNG

     
  12. Enter your passcode, and then re-enter your passcode.

    IOS_Enter_Pin.PNG

 

Your iPad or iPhone is now configured for SmartVault

IOS_App_Main_Screen.PNG

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Last modified
15:46, 17 May 2016

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