Scanning Documents into SmartVault Using the Connected Desktop

Using the connected Desktop application, you can quickly scan and upload documents directly to your SmartVault account if you have a scanner connected to your computer or network. The scanned documents will be securely stored in the appropriate vault and folder.

To scan a document:

1. Open the SmartVault Connected Desktop.
2. Select the Destination Vault and Folder:
   • Locate the vault and folder where you want to add the scanned document.
3. Access the Scan Feature in the Toolbar:
   • In the Connected Desktop toolbar, click Scan to open the scanning options.
     
4. Choose Your Scanner:
   • Under Scanner, select the scanner you are using.
     
5. Prepare Your Document:
   • Place the document in your scanner.
6. Start the Scan:
   • Click the Scan button to begin scanning the document.
7. Optional: Add Document Properties:
   • In the Name field, enter a title for the document.
   • In the Description field, add any relevant details about the document.

Your document has been scanned and saved in the selected folder within SmartVault.