If you use an older scanner or receive an error when attempting to create the ScanSnap profiles automatically, you may need to add them manually.

Prerequisites

1. Ensure your ScanSnap scanner is connected to your local computer and turned on.
2. Verify that the ScanSnap scanner and software are installed and working correctly.
   • If you see the ScanSnap icon in your system tray, the ScanSnap software is installed. The following image shows how the ScanSnap software icon displays when properly installed.
     
   • If you do not see a ScanSnap icon in your system tray, or if the icon has a red circle with a slash symbol, consult your ScanSnap scanner documentation and verify your ScanSnap installation and configuration.

Disable Quick Menu

1. Right-click the ScanSnap manager icon.
2. Ensure the Use Quick Menu is unchecked, as seen in the image below.
   
   
3. Right-click the system tray icon for the ScanSnap Manager and click Scan Button Settings.
4. Uncheck the Use Quick Menu checkbox.
   

     Note

   SmartVault uses two ScanSnap Profiles, the Inbox and the Toolbar. These steps will show you how to configure either one of these profiles.

Creating and Configuring SmartVault Profiles 

The SmartVault Toolbar and SmartVault Inbox profiles can be configured following the instructions below. To configure both profiles, begin at step 1.

1. Right-click the ScanSnap Manager system tray icon and choose Scan Button Settings.
2. On the Application tab, click Add or Remove.
3. Click Add.
4. Click Browse.
5. Navigate to the following:
   • Windows 8/10/11 C:\Program Files (x86)\SmartVault.
6. Select SmartVault Inbox or SmartVault Toolbar App for ScanSnap, then click Open.
7. In the Application Name field, type "SmartVault Inbox" or "SmartVault Toolbar," depending on which you are configuring, and click OK.
8. Click Close.
9. Do one of the following:
   • If you use a ScanSnap S300, S500, or S510 scanner, click Add Profile.
   • If you use a ScanSnap S1100, S1300, IX500, or S1500 scanner, select the Profile menu and click Add Profile.
10. In the New Profile name field, type "SmartVault Inbox" or "SmartVault Toolbar," depending on which you are configuring, and click OK.
11. Under Application, select SmartVault Inbox or SmartVault Toolbar from the drop-down list, and then click OK to save your changes.
12. In your system tray, left-click the ScanSnap icon, verify that SmartVault Inbox or SmartVault Toolbar displays in the list of profiles, and then select that icon to make it the active profile.
13. After creating a SmartVault profile on your ScanSnap scanner, you can use the SmartVault Inbox to scan documents directly into your QuickBooks transactions or folders in your SmartVault account.