Creating Client Folders from Email Contact Lists

If you have a list of clients in your email contacts list that you want to share documents with using SmartVault, you can use your email contacts list to create a client folder and subfolder structure for each of your client contacts in SmartVault.

To create client folders from an contact list, complete the following tasks:


	Step	For more information...
	1. Export your email contacts into a comma separated value (CSV) file.	“Exporting Email Contacts to CSV Files”
	2. Edit the email contact CSV file as needed to ensure it has the contacts you want in the format you want.	“Editing Email Contact CSV Files”
	3. Create a batch file from the email contact CSV file. You will use this batch file to quickly and easily create a folder for each of your clients.	“Creating Batch Files from Email Contact CSV Files”
	4. Run the batch file to create client folders.	“Running Batch Files to Create Client Folders from Email Contacts”
	5. If you want to create a set of standard subfolders underneath each client folder, create standard subfolders under each client folder using a subfolder template and a batch file.	“Creating Client Subfolders Using Subfolder Templates and Batch Files”
	6. After you create your client folders and any standard subfolders under the client folders, copy your client folders and subfolders into SmartVault using the SmartVault Drive.	“Copying Client Folders and Subfolders Into SmartVault”