Uploading Files from a Mobile Device (iPhone or iPad)

You can upload documents or images from your mobile device, including photos of paper documents you capture with your phone's camera.

Guest Users Paid Users
  1. Sign in to the SmartVault Portal from your mobile device using a web browser (e.g., Safari or Chrome).
  2. Tap the Upload a Document button.
    Mobile - Upload a document.png
  3. Choose the destination folder for your upload.
  4. Tap Upload file.
    Mobile - Upload file.png
  5. Tap the Upload a file button to select the file source:
    • Tap Photo Library to choose existing images or documents.
    • Use Take Photo to capture a new document with your device's camera.
    • Select Choose Files to access documents stored on your device.
      Mobile - Upload context menu.png
  6. Select the file(s) you want to upload. You can select multiple files at once.
  7. Tap Save to complete the upload.

  Note

You can upload multiple files simultaneously, and file types such as images and PDFs are supported.

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