Checklist: Getting Started as a Client

Getting Started > Checklist: Getting Started as a Client

Use the following checklist to help you get started using SmartVault to store your documents online.

Note: SmartVault provides a Getting Started Guide for clients.


	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.	“Accepting Invitations and Creating User IDs”
	2. Sign in to the SmartVault portal.	“Signing In to the SmartVault Portal”
	3. Specify your local time zone in the SmartVault portal.	“Specifying Your Time Zone”
	4. Install the SmartVault Desktop software. If you use hosted QuickBooks, have your QuickBooks hosting provider install the SmartVault Desktop software.	“Understanding and Installing the SmartVault Desktop Software”
	5. Map a SmartVault Drive.	“Understanding and Mapping SmartVault Drives”
	6. Upload documents.	• “Uploading Documents” • “Scanning and Uploading Documents”
	7. View and download your documents anytime, anywhere.	“Viewing and Downloading Documents”
	8. Edit documents.	“Editing Documents”
	9. Send and copy links to documents as needed.	“Sending and Copying Links”
	10. (optional) At any time, create your own SmartVault document archive to store on your local computer or a network drive.	“Creating Document Archives”