Hubdoc pushes your documents into SmartVault. Choosing the correct destination folder keeps your workflow organized, whether you’re working with accounting software integrations, long-term storage, or client-specific folders.

Before You Begin

• Consider how you’ll utilize your Hubdoc files in SmartVault.
• You’ll need the exact folder path, matching vault and folder names (including spaces and symbols).

Common Scenarios

1. Using Accounting Software Integrations

   Point Hubdoc to your existing Inbox under a company file (e.g., QuickBooks, Xero, FreshBooks). Your bills, receipts, and statements land where you already process transactions.

   Example path:
   Clients/I-L/Larry's Landscaping/Applications/QuickBooks/Larry's Landscaping/Documents/Inbox

2. Long-Term Storage Only

   Create a vault or folder named Hubdoc in SmartVault and use it as your Destination. No client sharing needed, just archive everything in one place.

3. Client-Specific Work

   Send Hubdoc documents into a folder inside a client’s vault (for payroll, taxes, and more). This keeps all the client’s files together.

   Example path:
   Clients/Lennox, Annie/Source Documents

Changing Your Destination Folder

1. Sign in to Hubdoc.
2. Click Accounts (top right), then select the Destinations tab.
   
3. Find SmartVault and click Change next to Destination Folder.
   
4. Enter (or paste) the full SmartVault path to your new folder.
   Important: Names must match exactly.
5. Click Save.

That’s it—Hubdoc will now upload to your chosen folder in SmartVault!

Example

• If your SmartVault account does not have access to the SmartVault Dashboard and you were trying to select a folder within Sally's Salon called Upload to Accountant as your new Destination Folder, the file path would be:
  
• If your SmartVault account includes access to the SmartVault Dashboard and you were trying to select a subfolder within Lennox, Annie called Source Documents as your new Destination Folder; the file path would be:
  

Tips and Notes

• Inbox Folders: You can’t create sub-folders under an accounting “Inbox.” If you push a full folder structure there, only files (not folders) will upload.
• Special Folders: Avoid sending entire folder trees into QuickBooks “Documents” sub-folders, as they don’t accept new folders.
• Validation: After saving, upload a test document in Hubdoc and confirm it appears in the correct SmartVault folder.