Uploading Documents Using the SmartVault Portal
You can upload documents to the SmartVault portal in just a few clicks.
Note: The largest document that can be uploaded using the SmartVault portal 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 a document from the portal:
2. Click the vault or folder you want to upload the document to.
3. Click Upload Files.
4. Click Add Files.
5. Browse to the document on your local computer or on a network drive that you want to upload, select the document, and then click Open.
6. If you want to add another file, click Add File again, then browse to and select the additional file.
7. If you want to send an email notification to users who have access to the folder after the upload finished, select the Send email notification when file upload finishes check box.
8. Click Upload. SmartVault uploads your documents into the selected vault or folder in the portal.
9. If you specified that you wanted to send an email notification to users when the upload finished, complete the following steps:
a. Select the name of each user you want to notify.
Note: The names of users displayed in the list are the names of users who have access to the folder.
If you want to send a notification to a user not on the list, you must first share the vault or folder with the user. For more information, see
“Sharing Vaults” and
“Sharing Folders” .
b. If you want to specify a personal message, type in your personal message.
c. Click Send Notification.
SmartVault sends an email notification to the selected users.
