Closing Your Account
If you are a SmartVault Administrator, you can close your SmartVault account in the SmartVault portal. Close your account when you no longer want to use the SmartVault service.
Note: Due to SmartVault security and privacy policies, only the owner of the SmartVault account or a SmartVault Administrator in the account can close the account. Members of the SmartVault Support team or a SmartVault account manager cannot close your SmartVault account for you.
Important: When you close your SmartVault account, all documents are deleted. If you use QuickBooks, this includes any documents attached to QuickBooks entries, or notes associated with QuickBooks entries using the SmartVault Toolbar, as well as any QuickBooks company file backups stored in SmartVault.
Please create an archive on your local computer or on a network share of any documents you have stored in SmartVault that you want to keep before you close your account. For more information, see
“Creating Document Archives” .
To close your account:
2. In the Advanced view, in the left tree pane, select the account you want to close.
3. In the right task pane, click Close Account.
Note: You must be a SmartVault Administrator in order to close an account. If you do not see a
Close Account link in the right task pane when you click on the account, your SmartVault user ID is not a member of the SmartVault Administrators group for the account. For more information about adding a user to the SmartVault Administrators group, see
“Adding Users to the SmartVault Administrators Group” .
4. Specify why you are closing your account by selecting the appropriate check box and type in any additional comments as appropriate.
5. Select the I understand that I am closing my SmartVault account and all documents, notes, and backups will be purged check box.
6. Click Close Account.
