Uploading Files to SmartVault - Standard Plan

STANDARD PLAN USER

You can upload files up to 2GB from your computer to a folder in your account using the SmartVault Portal or the Connected Desktop.

  Important Considerations 

Uploading Files Using the SmartVault Portal

  1. Sign in to the SmartVault Portal.
  2. Navigate to the Specific Folder:
    • Locate the client vault and the folder where you want to upload the file.
    • Click the folder to open it.
  3. Upload the File:
    • Click Browse.
      SP - Upload File - Browse.png
    • A file explorer window will open. Select the file you want to upload and click Open.
  4. Wait for the Upload to Complete:
    • Allow the upload to finish before navigating to another folder or client vault.
  5. Drag and Drop (Optional):
    • Alternatively, drag and drop the file into the section labeled Drag files here within the folder.

Uploading Files Using the Connected Desktop

  1. Sign in to the Connected Desktop.
  2. Navigate to the Specific Folder:
    • Locate the client vault and the folder where you want to upload the file.
    • Click the folder to open it.
  3. Upload the File:
    • Click Upload.
      CD - Upload File Standard Plan.png
    • A file explorer window will open. Select the file you want to upload and click Open.
  4. Wait for the Upload to Complete:
    • Allow the upload to finish before navigating to another folder or client vault.
  5. Drag and Drop (Optional):
    • You can also drag and drop the file directly into the folder.
    • When hovering the file over the folder, a green arrow will appear to indicate the file is ready to upload.
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