After you create your vault and folder structure, you are ready to start uploading documents into your vaults and folders.

You can upload documents that already exist electronically into your SmartVault portal using one of the following methods:

If you have paper documents that you want to quickly convert into electronic format and upload to the SmartVault portal, you can also use SmartVault to help you quickly scan and upload documents and go paperless. For more information, see “Scanning and Uploading Documents” .

If you use QuickBooks, you can upload and attach documents to QuickBooks entries using the SmartVault Toolbar. For more information, see “Attaching Documents to QuickBooks Entries Using the SmartVault Toolbar” .