Home > Support > New Users > Getting Started > SmartVault for Tax Preparation > SmartVault for Tax Accounting Trial Guide > SmartVault for Tax Accounting Trial Guide - II. Access and Manage Files > SmartVault for Tax Accounting Trial Guide - II. Access and Manage Files - Step 4: Getting Files into Connected Desktop

SmartVault for Tax Accounting Trial Guide - II. Access and Manage Files - Step 4: Getting Files into Connected Desktop

 

 

 

Managing Documents

Whether you are moving documents from your desktop computer into the Connected Desktop or you are moving documents within the Connected Desktop, you'll find the methods easy and intuitive.

 

When you add documents to your SmartVault account, you'll see that we refer to this action as "uploading". Even though you might print from your tax application, or you might use dragging and dropping, scanning, or copying and pasting, you are still just uploading files to your SmartVault account.

 

In this guide, we've already demonstrated that you can get your tax return documents directly into SmartVault from Lacerte or ProSeries just by printing. We'll discuss two additional methods for getting files into SmartVault while using the Connected Desktop. The Connected Desktop has many additional ways to work with files—see this article if you'd like to explore additional methods for working with files in the Connected Desktop.

Drag and Drop

Steps

  1. On your computer, find the file you want to upload to SmartVault in the Windows Explorer.

    CD_Drag_And_Drop_Explorer.png
     
  2. Click on the file and do not release the mouse button to drag the file.

    CD_Drag_And_Drop_Drag_File.png
     
  3. Drag the file to the folder you want to copy to and release the mouse button to drop the file into the folder. The file will automatically upload a copy to SmartVault.

    CD_Drag_And_Drop_Drop_File.png
     
  4. ​A message appears to confirm the upload completion and the file should appear in the folder you chose.

    CD_Drag_And_Drop_Upload.png
     

Upload Files

Steps

  1. Select a folder in a client vault in the Document View pane and click Upload in the Document View toolbar.

    CD_Upload_Files_Upload_Toolbar.png
     
  2. Alternatively, you can select a folder and right click; select Upload from the right click menu.

    CD_Upload_Files_Right_Click.png
     
  3. A window opens that allows you to browse to the file or files you want to upload. Select the file in this window. To select multiple files, hold the CTRL key as you click on the files to upload.

    CD_Upload_Files_Explorer.png
     
  4. Click Open and the files upload to SmartVault.

    CD_Upload_Files_Files_Uploaded.png

 

 

 

 

 

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Last modified
17:49, 9 Apr 2015

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