Creating and Managing Folders in SmartVault - Standard Plan

STANDARD PLAN USER

Once you've created a client or entity vault in your SmartVault account, you can organize their files by adding folders and subfolders.

Adding a Folder

To add a folder to a client's vault:

  1. Click the client or entity vault.
    SP - Client or Entity Vault.png
  2. Click the Folder icon Add folder icon - SP.png to create a new folder.
    SP - Add new folder.png
  3. Enter the Folder Name and press Enter on your keyboard to save it.
    SP - New folder.png

Adding a Subfolder

To add a subfolder:

  1. Click the main folder where you want to add the subfolder.
  2. Click the Folder icon Add folder icon - SP.png to create a subfolder.
  3. Enter the Subfolder Name and press Enter on your keyboard to save it.

Now, you can organize the folder structure for your client or entity as needed. You can also assign different access permissions for each folder and subfolder.

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