ACCOUNTING PLAN USER
You can print documents from Virtual Office CS and upload them to SmartVault using the SmartVault PDF Printer and 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:
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Select the Document to Print
- On your Virtual Office CS, select the document you want to print.
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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.
- Click File on the menu bar and select the print option you need.
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Choose Print to PDF
- In the Print dialog, click Output to printer and select "Microsoft Print to PDF ####." Note: A random number will follow this option in Virtual Office.
- In the Print dialog, click Output to printer and select "Microsoft Print to PDF ####." Note: A random number will follow this option in Virtual Office.
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Save the PDF
- In the Save Print Output As dialog, navigate to the left sidebar, select Documents, and open the Upload to SmartVault folder.
- If you are using SmartRouting, select the SmartRouting folder within Upload To SmartVault, and then Step 5 will be bypassed.
- In the Save Print Output As dialog, navigate to the left sidebar, select Documents, and open the Upload to SmartVault folder.
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Select Folder in Connected Desktop
- After clicking Save, the Upload File to SmartVault dialog will appear.
- 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:
- For instructions on adding a local printer to Virtual Office CS, visit the Thomson Reuters guide.