Sending Links to Vaults, Folders, or Files

Overview

If you have uploaded new documents to a folder you have already shared with a client, you can send an email to the client that contains the link to the folder or the specific documents you just uploaded. The client can then log into SmartVault to view the linked information. 

You can also copy and paste a link to the shared folder in a document or email. 

To view the linked information, they must have access to the linked vault or folder. 

Sending a Link from the SmartVault Portal

  1. Sign in to the SmartVault Portal.
  2. Select Files and Folders from the left sidebar.
  3. Navigate to the vault or folder that contains the document(s).
  4. Click the Properties icon (Properties_icon.png) for the vault or folder and select the Send Link tab.
    Send_link_tab.png

      Note

    If you have your View Preferences set to "2020 New View", visit the section Item Properties of Navigating the New Files and Folders View to learn how to access the client's vault properties.

  5. Select the checkbox next to each user you want to send the link to, add a message, and click Send.

Copying and Pasting a Link to the SmartVault Portal

  1. Sign in to the SmartVault Portal.
  2. Select Files and Folders from the left sidebar.
  3. Navigate to the vault or folder that contains the document(s).
  4. Click the Properties icon (Properties_icon.png) for the vault or folder and select the Get Link tab.
    Get_link_tab.png

      Note

    If you have your View Preferences set to "2020 New View", visit the section Item Properties of Navigating the New Files and Folders View to learn how to access the client's vault properties.

  5. Verify that the person you want to send the link to is listed under the Users with Access section.
  6. Copy and paste the link into a personal email or another document, and then click Close
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