You can store documents in SmartVault and then generate a link to share by email or paste it into other documents. This link allows clients to access their information in SmartVault securely.

Emailing a Link 

1. Sign in to the SmartVault Portal.
2. Click View Files and Folders, then navigate to the vault or folder containing the document(s) you want to share.
3. Click Actions next to the vault or folder, and then select Properties.
4. Select the checkbox next to each user to whom you want to send the link, add a message, and click Send.

Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand icon  in the bottom right corner to enlarge it.

Generating Copy/Paste Link

1. Sign in to the SmartVault Portal.
2. Click View Files and Folders, then navigate to the vault or folder containing the document(s) you want to share.
3. Click Actions next to the vault or folder, and then select Properties
4. Click the Get Link tab, then verify that the person you want to send the link to is listed in the Users with Access section.
5. Copy and paste the link into an email message or another document.
6. Click Close. 

Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand icon  in the bottom right corner to enlarge it.