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Install the SmartVault Desktop Software

Overview  

The SmartVault Desktop software provides a connection between your computer and the SmartVault Portal. Below are a list of components that are enabled with the desktop client for Windows. 

If you use Quickbooks Online, Xero, or Freshbooks customers, you'll need the SmartVault Browser Extension.
 

Component Tasks
SmartVault Connected Desktop
Connected Desktop gives you a robust DMS experience allowing you to easily work with your clients' documents.
SmartVault Drive
Quickly map a SmartVault Drive for Windows computers, and then browse, search, and manage documents stored in your SmartVault client portal using Windows Explorer. 
SmartVault Toolbar

• If you use QuickBooks, attach documents directly to QuickBooks and QuickBooks Online entries.

• If you use Reckon Accounts, attach documents directly to Reckon Accounts transactions.
• If you use another application that integrates with SmartVault and uses the SmartVault Toolbar, such as Results CRM, Activate, Xero, Freshbooks, 
Back Up and Restore QuickBooks or Reckon Accounts Data
If you use QuickBooks or Reckon Accounts, save snapshots of your QuickBooks or Reckon company files to a backup file in SmartVault. You can also restore a QuickBooks or a Reckon Accounts company file from a previously saved backup in SmartVault. 

Steps

  1. Sign in to the SmartVault Portal.
  2. On the right task pane, under SmartVault Apps for, click Microsoft Windows.


     
  3. Click on the Download SmartVault for Microsoft Windows button in the top right to begin your download.


     
  4. Open the file SmartVaultSetup.exe that downloaded and click Run.

    CP_Download_Click_Run.png
     
  5. Click Yes on the security warning that opens.
  6. The SmartVault Install Wizard opens. Review the welcome message, and then click Next.
  7. Select the I accept the terms of the License Agreement check box, and then click Next.
  8. Specify an installation folder for the SmartVault Desktop software, and then click Next.
  9. If you want to create desktop shortcuts for the SmartVault Connected Desktop, SmartVault Launchpad, the SmartVault Portal, and the SmartVault Inbox on your computer’s desktop, select the Create desktop shortcut check box for each item you want to create a desktop shortcut for, and then click Next.
  10. Click Finish to complete the installation. 
     

Considerations

Please Note: If you work in a hosting environment, read the following.
 

  • Have your hosting provider install the SmartVault Desktop software in your hosted environment for you. We at SmartVault may not have administrator access that it requires for the installation to run through because every hosting environment is configured differently on how permissions are set for you. Please contact your hosting provider for details on how to get this software installed.  
     
  • You will also need to install the SmartVault Desktop software on your local computer as well if you want to use the SmartVault Drive to upload documents to your portal or use the SmartVault Inbox to scan and upload documents into your hosted environment. 
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Last modified
14:00, 3 May 2017

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