GENERAL USER
You can save new files from apps like Word, Excel, or PowerPoint straight into the right client folder in SmartVault using the Upload to SmartVault folder on your PC. After you save to that folder, SmartVault lets you choose where to file the document—Connected Desktop, Inbox, or Auto-Filer.
Before You Start
- Make sure the SmartVault Desktop software (Launchpad/Connected Desktop) is installed and you’re signed in.
- On Windows, the Upload to SmartVault folder lives in your Documents folder.
Tip
Use a clear, searchable file name (e.g., 2025-01-Quarterly-Review.pdf).
Save to SmartVault from Office
- Create your document in Word/Excel/PowerPoint.
- When ready, select File > Save As (or Save).
- In the file picker, go to Documents > Upload to SmartVault.
- Click Save.
- Close the document. A SmartVault window opens and asks where to send the file.
- Choose Connected Desktop (or Inbox/AutoFiler, if that fits your workflow).
- If you chose Connected Desktop, select the client and folder, then click Upload.
- Select the "Upload to SmartVault" folder location and click save.
Notes & Shortcuts
- Inbox is great for quick drops; you can organize later.
- Auto-Filer can route files based on rules you’ve set up.
- This method also works well for existing PDFs you open and resave into SmartVault.