Creating a Folder in the SmartVault Portal

GENERAL USER

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

  Note

After you share a folder with another user, they have access to all of the subfolders. To restrict access to subfolders, you must explicitly revoke access to each subfolder.

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 Create_folder_icon.png to create a new folder.
    FF_-_Create_folder.png
  3. Type a folder name, then click Create folder to finalize.
  4. After you create a folder, you can:

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 Create_folder_icon.png to create a new folder.
    FF - Firm - Public Docs.png
  3. Type a folder name, then click Create folder to finalize.
    FF - Name and Create folder.png

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.

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