Exploring the SmartVault Inbox

Overview

Manage and organize client workflow and convert documents into digital files quickly with the SmartVault Inbox tool. The tool allows you to securely scan and upload your paper documents to the company-specific Inbox folder in SmartVault. 

Here are some key highlights of the SmartVault Inbox:

  • It is available to all SmartVault Plans users, but it requires the user to be logged in to the Launchpad to work.
  • It allows you to quickly scan, upload, or download files without going through the SmartVault Portal.
  • It helps Client and Guest users scan and upload supporting documents to be attached to transactions or entries in QuickBooks or Reckon Accounts.

This article will give you a better understanding of navigating the tool and using the available actions.

Accessing the SmartVault Inbox

To access the tool, select SmartVault Inbox on the SmartVault Launchpad.

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All Folders Tab

Here you can scan and upload documents into SmartVault folders. Also, you will see all the documents uploaded to your SmartVault folders. Clicking on My Accounts allows you to navigate to the folder where you want to upload your document(s) in SmartVault.

  Note

If you have previously uploaded documents to a folder, SmartVault memorizes it and shows the path on My Accounts bar.

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You can browse or scan the documents you want to upload or drag and drop them from your desktop, network drive, or Outlook attachment.

Inbox Folders for Integrated Apps Tab

This tab allows you to scan and upload documents to SmartVault for your integrated applications.

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SmartVault automatically creates inbox folders for each integrated application. For instance, for QuickBooks users, it creates an inbox folder for each QuickBooks company file you add to SmartVault. 

  Note

SmartVault will remember the last Inbox you were in for your integrated applications and shows the path on My Accounts bar.

Actions

Browse

Allows to navigate and select the Inbox folder's location in SmartVault where you want to upload your documents.

Add

Allows you to upload by scanning or browsing to a document on your local or network drive. 

Open

Allows you to select and open a file or document.

Save

Allows you to choose a document or file from an Inbox folder and save a copy to your local or network drive.

Print

Allows you to print a selected document from an Inbox folder.

Delete

Allows you to delete a selected document or file from an Inbox folder.

Get Link

Allows you to get the link to the selected document to share with a client. You can copy and paste the link to the shared file in a document or email. The client can then log into SmartVault to view the linked information. To view the linked information, they must have access to the linked vault or folder. 

Send Link

Allows you to send the link to the selected document to several clients/users. Also, you can copy and paste the link to the shared file in a document or email. The client(s) can then log into SmartVault to view the linked information. To view the linked information, they must have access to the linked vault or folder. 

Modify

Allows you to change the name and description of a selected file in the Inbox folder.

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