GENERAL USER
The SmartVault toolbar enhances your workflow by attaching and managing documents directly from your browser. It supports web-based applications like QuickBooks Online, Xero, and FreshBooks and is compatible with Google Chrome and Firefox.
Note
- The toolbar is not compatible with Safari or Internet Explorer 11.
- If you are looking for instructions to integrate SmartVault with QuickBooks Desktop, refer to the Integrating SmartVault with QuickBooks Desktop article.
Installing the SmartVault Toolbar
To install the SmartVault Toolbar:
- Sign in to the SmartVault Portal.
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Select Your Integration:
- Under SmartVault Apps for, select the web application you want to integrate with SmartVault.
- Under SmartVault Apps for, select the web application you want to integrate with SmartVault.
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Choose Your Browser:
- If you are using Xero, select either Google Chrome or Firefox (the toolbar is not compatible with Internet Explorer).
- If you are using Xero, select either Google Chrome or Firefox (the toolbar is not compatible with Internet Explorer).
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Install the Browser Extension:
- Follow the on-screen instructions to install the extension for your selected browser.
Integrating the Application with Your SmartVault Account
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Log In to Your Application:
- For example, log in to your Quickbooks Online account if you selected Quickbooks Online.
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Sign In to SmartVault:
- Click on the SmartVault toolbar and sign in using your SmartVault credentials.
- Click on the SmartVault toolbar and sign in using your SmartVault credentials.
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Grant Access:
- A window will appear asking if you want to allow the application to access your SmartVault account. Click Allow and refresh the page.
- A window will appear asking if you want to allow the application to access your SmartVault account. Click Allow and refresh the page.
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Finalize Integration:
- On the SmartVault toolbar, click the folder icon with the plus sign to finalize the integration.
- Select a vault to store documents in, then click Next to complete the setup.
- On the SmartVault toolbar, click the folder icon with the plus sign to finalize the integration.
You can now use the SmartVault toolbar to attach documents to transactions in your selected application.