•  Welcome to SmartVault
  • SmartVault Support
  • SmartVault Learning Center
  • SmartVault Documentation
  • Contacting SmartVault
  • Conventions
•  Getting Started
  • Understanding SmartVault
  • Understanding SmartVault Licensing
  •  Understanding SmartVault Plans
    • Identifying the Number of User, Client, and Guest Licenses Needed
    • Identifying the Amount of Storage Needed
    • SmartVault 2012 or Later Plan Comparison
    • SmartVault 2011 or Earlier Plan Comparison
  • Understanding SmartVault Security
  • Checklist: Getting Started as an Account Owner or User (QuickBooks)
  • Checklist: Getting Started as an Account Owner or User (non-QuickBooks)
  • Checklist: Getting Started as a Guest
  • Checklist: Getting Started as a Client
  • Accepting Invitations and Creating User IDs
  • Signing In to the SmartVault Portal
  • Specifying Your Time Zone
  •  Understanding and Installing the SmartVault Desktop Software
    • SmartVault Desktop Software Requirements
    • Installing SmartVault Desktop Software in Non-Hosted Environments
    • Installing SmartVault Desktop Software in Hosted Environments
  • Signing In to SmartVault from the SmartVault Desktop Software
  • Adding Users to the SmartVault Administrators Group
•  Working with QuickBooks
  • Supported QuickBooks Versions
  • Using SmartVault in Hosted QuickBooks Environments
  • Creating Vaults for QuickBooks Company Files
  • Adding QuickBooks Company Files to SmartVault
  •  Attaching Documents to QuickBooks Entries Using the SmartVault Toolbar
    • Attaching Documents to QuickBooks Entries in Non-Hosted QuickBooks Environments
    • Attaching Documents to QuickBooks Entries in Hosted QuickBooks Environments
  • Viewing and Downloading Documents Attached to QuickBooks Entries
  • Deleting Documents Attached to QuickBooks Entries
  •  Sharing QuickBooks Company Files
    • Sharing QuickBooks Company Files Using the Manage Group Members Option
    • Sharing QuickBooks Company Files Using the Share & Manage Access Option
  •  Backing Up and Restoring QuickBooks Company Files
    • Backing Up QuickBooks Company Files
    • Restoring QuickBooks Company Files
    • Using the SmartVault Drive to Obtain QuickBooks Company File Backups
    • Automatically Backing Up QuickBooks Company Files
    • Viewing QuickBooks Company File Backups
    • Specifying Number of Saved QuickBooks Company File Backups
    • Managing Your Number of QuickBooks Company File Backups
    • Deleting QuickBooks Company File Backups
  • Moving QuickBooks Company Files
  • Removing QuickBooks Company Files from SmartVault
•  Creating and Sharing Vaults and Folders
  •  Examples of Vault and Folder Structures
    • Multiple Partner Accounting and Tax Firm Vault and Folder Structure
    • Sole Practitioner Accounting and Tax Firm Vault and Folder Structure
    • Bookkeeping Services Firm Vault and Folder Structure
    • Consulting Firm Vault and Folder Structure
  • Permissions Required to Create and Share Vaults and Folders
  •  Best Practices for Creating Vault and Folder Structures
    • Best Practice: Create a Couple of Vaults and Folders to Start
    • Best Practice: Create Vaults First, Then Copy Your Existing Folders and Files Into the Vaults
    • Best Practice: Create New Vault and Folder Structures On Your Local Computer First
    • Best Practice: Try Not to Create More Than 100 Folders in a Vault
    • Best Practice: Create Vault and Folder Templates
    • Best Practice: Use Third-Party Software That Supports the WebDAV Protocol If Using SmartVault Drives on Windows XP Computers
    • Best Practice (QuickBooks Users): Base Your Vault Structure on If You Will Share QuickBooks Company Files
    • Best Practice: Create Client Folders from Email Contact Lists Using a Batch File
  •  Understanding Sharing and SmartVault Views
    • Advanced View
    • Files and Folders View
    • Changing Your Default View
    • Opening the Files and Folders View from the Advanced View
  •  Creating Vaults
    • Creating Vaults in the SmartVault Portal
    • Creating Vaults Using the SmartVault Drive
  •  Sharing Vaults
    • Sharing Vaults Using the Manage Group Members Option
    • Sharing Vaults Using the Share & Manage Access Option
  •  Creating Folders
    • Creating Folders in the SmartVault Portal
    • Creating Folders Using SmartVault Drives
  • Sharing Folders
  • Deleting Vaults
  • Deleting Folders
•  Configuring Upload and Download Notifications
  • Configuring Your Upload and Download Notifications
  • Configuring Upload and Download Notifications for Other Users
  • Specifying Upload and Download Email Notification Frequency
  • Specifying Account-Level Notification Preferences
•  Understanding and Mapping SmartVault Drives
  • Mapping a SmartVault Drive on Windows Vista and Windows 7 Computers
  • Mapping a SmartVault Drive on Windows XP or Windows 2003 Server Computers
  • Mapping a SmartVault Drive on Mac Computers
  • Additional Technical Details About the SmartVault Drive in Microsoft Environments
  • Understanding SmartVault Drive and SmartVault Portal Folder Display Differences
•  Working with Documents
  •  Uploading Documents
    • Uploading Documents Using the SmartVault Portal
    • Uploading Documents Using the SmartVault Drive
    • Uploading Documents Using the SmartVault Inbox
  •  Scanning and Uploading Documents
    • Supported Scanners
    • Scanning Documents into Folders Using the SmartVault Inbox and TWAIN-Compliant Scanners
    • Creating SmartVault ScanSnap Profiles for Fujitsu ScanSnap Scanners
    • Scanning Documents into Folders Using the SmartVault Inbox and Fujitsu ScanSnap Scanners
  •  Viewing and Downloading Documents
    • Viewing and Downloading Documents Using the SmartVault Portal
    • Viewing and Downloading Documents Using the SmartVault Drive
    • Viewing and Downloading Documents Using the SmartVault Inbox
  •  Editing Documents
    • Editing Documents Using the SmartVault Portal
    • Editing Documents Using SmartVault Drives
    • Editing Documents Using the SmartVault Inbox
  • Searching for Documents and Notes
  • Understanding and Creating Full-Text Searchable Documents
  • Sending and Copying Links
  • Moving Documents
  •  Approving Documents
    • Defining an Approval Workflow
    • Reviewing and Approving Documents
  •  Deleting Documents
    • Permissions Required for Deleting Documents
    • Deleting Documents in the SmartVault Portal
    • Deleting Documents Using the SmartVault Drive
    • Deleting Documents Using the SmartVault Inbox
  • Creating Document Archives
•  Using the SmartVault Plug-in for Microsoft Outlook
  • SmartVault Plug-in for Microsoft Outlook Requirements
  • Downloading and Installing the SmartVault Plug-in for Microsoft Outlook
  • Sending Links to Documents Stored in SmartVault from Microsoft Outlook
  • Requesting Files Using the SmartVault Plug-in for Microsoft Outlook
  • Customizing SmartVault Plug-in for Microsoft Outlook Auto-Text
  • Updating the SmartVault Plug-in for Microsoft Outlook
  • Verifying the SmartVault Plug-in for Microsoft Outlook Version
  • Changing the User ID and PIN Number Used for the SmartVault Plug-in for Microsoft Outlook
  • Deauthorizing the SmartVault Plug-in for Microsoft Outlook
  • Uninstalling the SmartVault Plug-in for Microsoft Outlook
  • Understanding SmartVault Plug-in for Microsoft Outlook and SmartVault Portal Folder Display Differences
•  Customizing Portal Branding
  •  Specifying Settings for Your Custom-Branded Portal
    • Understanding Subdomains
    • Verifying Logo Sizes
    • Resizing Logos
    • Identifying Color Values to Use for Background, Text, and Link Colors
    • Creating Links to Your Custom-Branded Sign In Page
  • Specifying Your Branding When Using Multiple Accounts
• Viewing Activity Logs
•  Managing Your Account
  • Changing Your Password
  • Resetting Your Password
  • Changing Your Email Address
  • Viewing Account Usage Information
  • Managing Low Storage (Disk) Space
  • Changing Your Account Name
  • Changing Your Account Billing Address
  • Changing the Primary Contact for Your Account
  • Viewing Billing History and Billing Details
  • Changing Your Billing Cycle
  • Updating Your Credit Card Information
  • Upgrading Your Account
  • Downgrading Your Account
  • Managing User Licenses
  • Closing Your Account
•  Uploading Large Amounts of Data Using the SmartVault Drive
  • Understanding Upload Times for Large Data Sets
  • Preparing to Upload Large Data Sets
  • Using the SmartVault Drive to Upload Large Data Sets
•  Syncing SmartVault Data
  • Syncing SmartVault Data with GoodSync
  • Syncing SmartVault Data with SyncToy
  • Scheduling SmartVault Data Sync with SyncToy
• Providing the SmartVault Inbox to Guests
•  Creating Client Folders from Email Contact Lists
  • Exporting Email Contacts to CSV Files
  • Editing Email Contact CSV Files
  • Creating Batch Files from Email Contact CSV Files
  • Running Batch Files to Create Client Folders from Email Contacts
  •  Creating Client Subfolders Using Subfolder Templates and Batch Files
    • Creating Client Subfolder Templates
    • Exporting Client Subfolder Templates to Microsoft Excel
    • Creating and Running Client Subfolder Template Batch Files
  • Copying Client Folders and Subfolders Into SmartVault
•  Manually Creating SmartVault ScanSnap Profiles for Fujitsu ScanSnap Scanners
  • Manually Creating SmartVault Inbox Profiles for Fujitsu ScanSnap Scanners
  • Manually Creating SmartVault Toolbar Profiles for Fujitsu ScanSnap Scanners