The Connected Desktop lets you quickly move files and folders directly to and from your SmartVault account.
Using the drag-and-drop feature in SmartVault ensures that you always have a copy of your document both in the original location and in SmartVault. For instance, if you upload a document from your computer to SmartVault, the original file remains on your computer, with an additional copy stored in SmartVault.
Tip
You can manually delete the document in one location using the Recycle Bin to Delete or Restore Files and Folders.
Here's how you can leverage the drag-and-drop feature in the Connected Desktop:
Uploading a Document
To upload a document from your computer to SmartVault:
- Open the SmartVault Connected Desktop.
- Find the document on your computer that you want to upload to SmartVault.
- Drag the document into your chosen location in the Connected Desktop.
Note
While you drag a file into SmartVault, you'll see a green arrow showing where it'll go. Once completed, a confirmation message will appear on the bottom right-hand corner of your desktop.
Downloading a Document
To download a document from SmartVault to your computer:
- Open the SmartVault Connected Desktop.
- Locate the document you want to download.
- Click and drag the file from your Connected Desktop to any location on your computer. This action will create a copy of the file in that location.