Understanding and Installing the SmartVault Desktop Software

The SmartVault Desktop software provides a connection between your computer and the SmartVault portal. The following table lists the components included in the SmartVault Desktop software, along with a brief description of each component:

Component	Tasks
SmartVault Drive	Quickly map a SmartVault Drive for Window Vista, Windows 7 and Windows 8 computers, and then browse, search, and manage documents stored in your SmartVault portal using Windows Explorer. For more information, see “Understanding and Mapping SmartVault Drives” .
SmartVault Inbox	Quickly scan and upload documents into folders in the portal. For more information, see “Uploading Documents Using the SmartVault Inbox” .
SmartVault Toolbar	• If you use QuickBooks, attach documents directly to QuickBooks entries. For more information, see “Attaching Documents to QuickBooks Entries Using the SmartVault Toolbar” . • If you use another application that integrates with SmartVault and uses the SmartVault Toolbar, such as Results CRM, attach documents directly to entries within the application that integrates with SmartVault. For more information, see the documentation for the application that integrates with SmartVault.
Back Up and Restore QuickBooks Data	If you use QuickBooks, save snapshots of your QuickBooks company files to a backup file in SmartVault. You can also restore a QuickBooks company file from a previously saved backup in SmartVault. For more information, see “Backing Up and Restoring QuickBooks Company Files” .

Component

Tasks

SmartVault Drive

Quickly map a SmartVault Drive for Window Vista, Windows 7 and Windows 8 computers, and then browse, search, and manage documents stored in your SmartVault portal using Windows Explorer. For more information, see “Understanding and Mapping SmartVault Drives” .

SmartVault Inbox

Quickly scan and upload documents into folders in the portal. For more information, see “Uploading Documents Using the SmartVault Inbox” .

SmartVault Toolbar

• If you use QuickBooks, attach documents directly to QuickBooks entries. For more information, see “Attaching Documents to QuickBooks Entries Using the SmartVault Toolbar” .

• If you use another application that integrates with SmartVault and uses the SmartVault Toolbar, such as Results CRM, attach documents directly to entries within the application that integrates with SmartVault. For more information, see the documentation for the application that integrates with SmartVault.

Back Up and Restore QuickBooks Data

If you use QuickBooks, save snapshots of your QuickBooks company files to a backup file in SmartVault. You can also restore a QuickBooks company file from a previously saved backup in SmartVault. For more information, see “Backing Up and Restoring QuickBooks Company Files” .

If you work in a non-hosted environment, install the SmartVault Desktop software on your local computer. For more information, see “Installing SmartVault Desktop Software in Non-Hosted Environments” .

If you work in a hosted QuickBooks environment, have your QuickBooks hosting provider install the SmartVault Desktop software in your hosted environment. Also install the SmartVault Desktop software on your local computer if you want to use the SmartVault Drive to upload documents to your portal or use the SmartVault Inbox to scan and upload documents into your hosted environment. For more information, see “Installing SmartVault Desktop Software in Non-Hosted Environments” and “Installing SmartVault Desktop Software in Hosted Environments” .