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Getting Started > Checklist: Getting Started as an Account Owner or User (QuickBooks)
    
Checklist: Getting Started as an Account Owner or User (QuickBooks)
If you use QuickBooks, use the checklist in this section to help you get started using SmartVault.
If you do not use QuickBooks, use the Getting Started Checklist for non-QuickBooks users. For more information, see “Checklist: Getting Started as an Account Owner or User (non-QuickBooks)” .
Note: SmartVault provides Getting Started Guides for account owners and users who use QuickBooks as well as for account owners and users who do not use QuickBooks.
If you want to view or download one of these guides, click one of the following links:
– If you use QuickBooks, see http://support.smartvault.com/gettingstarted/docs/GettingStartedGuide-AccountOwnersAndUsers-QB.pdf.
– If you do not use QuickBooks, see
http://support.smartvault.com/gettingstarted/docs/GettingStartedGuide-AccountOwnersAndUsers.pdf.
 
Task
For more information...
1. If you plan to use SmartVault in a hosted environment, review key points that are important for you to understand about using SmartVault in hosted environment.
2. Sign in to the SmartVault portal.
3. Specify your local time zone in the SmartVault portal.
4. Add other users to the SmartVault Administrators group as appropriate.
5. Install the SmartVault Desktop software.
6. If you use QuickBooks, create one or more vaults for your QuickBooks company files, add your QuickBooks company files to SmartVault, and then share your QuickBooks company files as appropriate.
7. Create your initial vault and folder structure and share vaults and folders as appropriate.
8. Configure upload and download email notifications as appropriate.
9. Map a SmartVault Drive.
10. Upload documents.
11. View and download documents any time, any where.
12. Edit documents.
13. Send and copy links to documents as needed.
14. If you use Microsoft Outlook, download and install the SmartVault Plug-in for Microsoft Outlook so you can send secure links to documents and folders right from within SmartVault and securely request files from your clients and other business associates
15. Customize the SmartVault portal with your branding.
16. If you work in more than one SmartVault account, and if any of the accounts are custom-branded, learn how you can specify the branding you want to see when you work in SmartVault.
17. If you have a Professional plan, view activity logs for vaults and folders as needed.
18. (optional) At any time, create your own SmartVault document archive to store on your local computer or a network drive.
19. (optional) At any time, synchronize (or “mirror”) vaults and folders in your SmartVault account with one or more folders on your local computer or on a laptop.