Uploading Documents Using the SmartVault Drive
The SmartVault Drive allows you to create folders and to browse, upload, and download documents in a familiar Windows Explorer or Mac Finder interface. The SmartVault Drive behaves just like any other network drive on your computer, allowing you to create and manage folders and build a folder hierarchy based on your business needs.
After you map a SmartVault Drive on your local computer, you can upload documents into SmartVault by simply copying and pasting, dragging and dropping, or saving documents into your SmartVault Drive folders from the following locations:
• Local drives on your computer
• Your computer desktop
• An Outlook message or attachment
• A network drive
• An application
If you already have a folder hierarchy on your local computer that works for you, just use the SmartVault Drive mapping functionality to map multiple folders or an entire drive to SmartVault.
You can also use the SmartVault Drive to create a folder template or hierarchy to use to store documents in your portal. As you create your folder template or hierarchy using the SmartVault Drive and a familiar Windows Explorer or Mac Finder interface, your folder structure is automatically replicated on your portal.
Note: The largest document that can be uploaded using the SmartVault Inbox is 2GB.
If you need to upload a document larger than 2GB, contact SmartVault Support. For more information about contacting SmartVault Support, go to
http://support.smartvault.com/contact-support.
To upload documents using the SmartVault Drive:
1. Map a SmartVault Drive.
Note: You only need to map a SmartVault Drive once. However, you must map a drive before you can upload documents to your SmartVault portal using your SmartVault Drive.
For more information about how to map a SmartVault Drive, see
“Understanding and Mapping SmartVault Drives” .
2. If you want to upload a document stored on your local computer, drag and drop the document from the folder on your local computer to the appropriate folder in your SmartVault Drive.
3. If you want to upload a document saved to your computer desktop, drag and drop the document from your computer desktop to the appropriate folder in your SmartVault Drive.
4. If you want to upload an Outlook message or attachment, drag and drop the Outlook message or attachment from to the appropriate folder in your SmartVault Drive.
5. If you want to upload a document stored on a network drive, drag and drop the document from the network drive to the appropriate folder in your SmartVault Drive.
6. If you want to upload a document you are working with in an application, in the application, click Save As, and then save the document in the appropriate folder in your SmartVault Drive.
