Uploading Documents Using the SmartVault Inbox

Overview

With the SmartVault Inbox, you can quickly scan and upload documents (up to 2 GB) into the SmartVault Portal, where an accountant or bookkeeper can further process them. 

After selecting a location in SmartVault, you can upload documents from a local or network drive, drag and drop documents from your desktop, or drag and drop an Outlook attachment. 

Selecting a Folder in SmartVault to Upload Documents 

  1. Sign in to your SmartVault account.
  2. On the SmartVault Launchpad, click SmartVault Inbox
  3. Select the All Folders tab to upload to folders in SmartVault.
  4. Click the black arrow and navigate to the folder to upload your document(s) in SmartVault.

You can then click Add to add a document or drag and drop a document from your desktop, a network drive, or an attachment from Outlook. 

Uploading a Document from a Local or Network Drive

  1. From the SmartVault Inbox, click Add.
  2. Click Browse.
  3. Navigate to the location of the document you want to upload, select the document, and click Open.
  4. In the Name field, enter a name for the document.
  5. In the Description field, enter a description for the document.
  6. Click Accept.

Dragging and Dropping a Document from Your Desktop

  1. Select the document on your desktop or a network drive.
  2. Drag and drop the document into the SmartVault Inbox in the specified vault or folder. 

Dragging and Dropping a Microsoft Outlook Attachment

  1. Select a document attachment in a Microsoft Outlook email.
  2. Drag and drop the document into the SmartVault Inbox in the specified vault or folder.
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