What You Should Know about Sharing in SmatVault

Overview

Use SmartVault’s online document storage to protect your data and ensure compliance when securely sharing files with your employees, clients, and guests. To get started, we suggest that you review best practices for building Vault and Folder structures to see examples of how other customers have set up their accounts.

When you are ready to begin sharing files, there are two ways to granularly segregate access to resources in your account without fear of users gaining access to documents you don't want them to see.

Share a Vault

Using Group Membership s, you can share an entire Vault with:

  • Employees who need to access and share folders and data in the vault.
  • Clients who need access allocate the entire vault.

Share a Folder

Use Share and Manage Access permissions to share specific files and folders with:

  • External users, like guests or clients
  • To give different levels of permissions to different folders. For example, you can allow your clients to upload documents to a specific folder (e.g., Send to My CPA) and limit access to view, download, and print documents in other folders (e.g., Tax Returns).
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