Saving a New Office Document to SmartVault

SmartVault has many ways of saving files. When creating a document, you can save your document into a specific client folder by using our "Upload To SmartVault" folder. The "Upload To SmartVault" folder is located in your Documents folder in your PC. When a file is saved to that location, SmartVault will give you a choice to send a file to a location in the Connected Desktop, inbox, or the auto-filer.

Steps

Create the document you will need to save to SmartVault. When you are ready to save, open the Connected Desktop, and navigate to the location you would like to save the document.

Ex. I have the "Permanent File" folder selected.

1. Then you can choose to do either File>Save, or Save As and then you can navigate to the Documents folder

2. Select the "Upload to SmartVault" folder location and click save.

3. Close the document and a pop-up for choosing where you want to save the file will display giving you the option to save to a selected folder location in the Connected Desktop.

Click on the "Connected Desktop" option in the "Upload File to SmartVault Window".

Then the file will then be located under the selected folder.

Note: This method is commonly used when opening an existing PDF that you want to SmartVault.

...