You can print documents from Virtual Office CS and upload them to SmartVault using the Upload to SmartVault Folder and the Connected Desktop. Since Virtual Office CS does not support housing the Connected Desktop, this method enables you to save printed files to your local computer and upload them directly to SmartVault.

The following diagram shows how documents are printed from Thomson Reuters Virtual Office apps and uploaded to SmartVault.

To print your documents to SmartVault from Thomson Virtual Office CS:

1. Select the Document to Print
   • In UltraTax, select the document you want to print. 
2. Open the Print Dialog
   • Click File on the menu bar and select the print option you need.
   • In the Print Preview page, click the Print icon.
3. Save the PDF
   • In UltraTax, when printing, make sure the delivery option is set to Electronic (not Paper).

   • In the PDF to File dialog, save the file to the Upload to SmartVault folder (or the SmartRouting subfolder, if applicable).

       Note

     If the PDF to File dialog does not appear in the software you are printing from, select the Microsoft Print to PDF printer.

     If the Microsoft Print to PDF printer takes you right to the Upload to SmartVault folder, then go straight to step 4.

   • Follow the instructions below to find the Upload to SmartVault folder.
   • If you don’t see the folder right away, use the Search field on the Windows taskbar and type "Upload to SmartVault".
     
   • Select the Upload to SmartVault folder from the search results and click Open file location.
     
   • When the folder opens, click the address bar at the top of the File Explorer window to select the full folder path and copy it.
     
   • Return to the PDF to File dialog, click the address bar, paste the copied path, and press Enter.

   • Select Upload to SmartVault (or the SmartRouting subfolder, if applicable), then click Save.

       Note

     The address bar is the field at the top of the window that displays the folder location (for example: C:\Users\...\Documents\Upload to SmartVault).

   • SmartRouting Users: If you are using SmartRouting, select the SmartRouting folder inside Upload to SmartVault. When you do this, the Connected Desktop folder-selection step (step 4) is skipped, and the file is routed automatically.
     
4. Select Folder in Connected Desktop

   • After clicking Save, the Upload File to SmartVault dialog will appear.

       Note

     You have two methods of saving the PDF into SmartVault. If you would like the document routed into the appropriate engagement's folder click here to learn about how to use the Auto-Filer (go directly to step 4 in the article). If not follow, the instructions below to put it in a selected folder in the Connected Desktop.

   • Navigate to the SmartVault Connected Desktop and choose the folder where the printed document will be stored.
   • Once you've selected the folder, return to the Upload File to SmartVault dialog and click Connected Desktop to complete the upload.
     

Your document will be converted to a PDF and uploaded directly to SmartVault.

Additional Resources

• For more detailed information on configuring and using SmartRouting, refer to the following articles:
  • Getting Started with SmartRouting
  • Configuring UltraTax for SmartRouting
  • Managing and Viewing SmartRouting Printed Forms
• For instructions on adding a local printer to Virtual Office CS, visit the Thomson Reuters guide.