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, and then navigate to the vault or folder that contains 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 then click Send.

Generating Copy/Paste Link

1. Sign in to the SmartVault Portal.
2. Click View Files and Folders, and then navigate to the vault or folder that contains 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, and 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 into another document.
   
6. .Click Close.