You can create folders to store, organize, and share documents with employees or clients.

Before you Begin

• If using SmartVault for tax accounting products, create folders via folder templates to ensure consistency.
• Only account administrators, tax employees, and vault managers can create folders.
• Review our Best Practices for Vault and Folders Structure before creating multiple folders.
• If you edit access and notification settings when you create the folder, SmartVault creates the folder and then displays the Share & Manage Access dialog box. You can review and edit access and notification settings and share a folder with other users as appropriate.

Creating a Folder

To create a folder in the SmartVault Portal:

1. Sign in to the SmartVault Portal and go to View Files and Folders in the navigation panel.
2. Navigate to the destination vault or folder, then click  to create a new folder.
   
3. Type a folder name, then click Create folder to finalize.
4. After you create a folder, you can:
   • Upload documents to the folder
   • Share the folder with other users

Creating a Folder Visible to All Users (Public Documents)

If you want everyone in your SmartVault account (including guests) to see and access a folder, create it in the Public Documents vault:

1. Sign in to the SmartVault Portal and go to View Files and Folders in the navigation panel.
2. Navigate to Firm > Public Documents, then click  to create a new folder.
   
3. Type a folder name, then click Create folder to finalize.
   

All users and guests in your account automatically have access to the Public Documents vault, so they can see any folders (and subfolders) you create there.