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Getting Started with SmartVault for Secure File Sharing (Business Plans)

Overview

If you are new to SmartVault, this is the place to start. In the time it takes to drink a cup of coffee, you can configure SmartVault and start storing and sharing documents securely.

Ready to Learn More with SmartVault?
 

Applies to:

SmartVault File Sharing Plans Only

Basic 2013, Team 2013, Professional 2013

When you signed up for SmartVault, an email was generated from the SmartVault system that invites you to your account. Check your inbox for this important account email. The sender is notify@my.smartvault.com, so it might have gone to your Junk or Spam folder by mistake.

 

Open the email and click on the link in it to finish creating your account. You will enter your first and last name, your phone number, and you will create your own password. Remember, SmartVault is a secure system, so everyone has to authenticate with a valid userid (email address) and password.

 

If you can't find the activation email, and it needs to be resent to you, follow the instructions found here - Resending the Activation Email.

Once your account is activated, use the checklist in the section below to help you get started using SmartVault.

Step 1 - Sign in to the SmartVault Client Portal

Before you can work with documents stored in the SmartVault client portal, you must sign in. See Sign in to the SmartVault Client Portal.

Step 2 - Verify that the setting for your time zone is correct

Specify your time zone in the SmartVault client portal when you first start using SmartVault. To check that your setting is correctly specified, see Specifying Your Time Zone.

Step 3 - Add an additional admin to your account (optional)

You may want someone else in your company, such as a trusted employee, to act as an additional administrator. Administrators have full control over the account and help other users, staff and your clients with support and training.  To add someone to the Administrators group for your SmartVault account, see Adding an Additional Administrator to your Account.

Step 4 - Custom brand your account

You can custom brand your SmartVault client portal at any time. See Custom Branding your SmartVault Client Portal.

Step 5 - Install the SmartVault desktop software

Get more done—faster—with the SmartVault Desktop software for Windows. See Install the SmartVault Desktop software.

Step 6 - Map the SmartVault Drive

After installing the SmartVault Desktop software, map our SmartVault Drive to enable your online document storage.

See Map the SmartVault Drive.

To learn more about the SmartVault Drive for online document storage, see the reference guide The SmartVault Drive

Step 7 - Create your Vault and folder structure

The structure that you build out in your free trial month needs to reproduce—or better still—enhance the folder structure(s) you currently use to store and share documents with staff and clients.  To help you do that, we have a few simple best practices and we can offer you examples and template folder sets. To obtain templates, please contact your account representative.

 

See Create a Vault, Create a Folder, Vaults and folders, what are they?

See also Best Practices for Creating Vault and Folder Structures

Well done!

You've completed the basic onboarding lessons. 

You're now on your way to sharing SmartVault with your staff and clients.

 

See Sharing Vaults with your Employees

See Sharing Folders with your Guests

Accountant or Bookkeeper?

If you are an accountant or bookkeeper continue here to integrate the SmartVault toolbar into your desktop QuickBooks company file.

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Last modified
10:30, 15 Oct 2015

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