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Working with Documents
    
Working with Documents
This section explains how you can work with documents in SmartVault by performing the following tasks:
Note: For more information about attaching documents to QuickBooks entries using the SmartVault Toolbar and working with documents attached to QuickBooks entries, see “Working with QuickBooks” .
• “Uploading Documents”
– “Uploading Documents Using the SmartVault Portal”
– “Uploading Documents Using the SmartVault Drive”
– “Uploading Documents Using the SmartVault Inbox”
• “Scanning and Uploading Documents”
– “Supported Scanners”
– “Scanning Documents into Folders Using the SmartVault Inbox and TWAIN-Compliant Scanners”
– “Creating SmartVault ScanSnap Profiles for Fujitsu ScanSnap Scanners”
– “Scanning Documents into Folders Using the SmartVault Inbox and Fujitsu ScanSnap Scanners”
• “Viewing and Downloading Documents”
– “Viewing and Downloading Documents Using the SmartVault Portal”
– “Viewing and Downloading Documents Using the SmartVault Drive”
– “Viewing and Downloading Documents Using the SmartVault Inbox”
• “Editing Documents”
– “Editing Documents Using the SmartVault Portal”
– “Editing Documents Using SmartVault Drives”
– “Editing Documents Using the SmartVault Inbox”
• “Searching for Documents and Notes”
• “Sending and Copying Links”
• “Moving Documents”
• “Approving Documents”
• “Deleting Documents”
• “Creating Document Archives”