Using the SmartVault PDF Printer

  Note for Thomson Reuters® UltraTax Users

If you're using UltraTax, the steps referred to in this article might not be the most efficient for printing tax documents. Please refer to our dedicated Getting Started with SmartRouting for the most relevant and detailed instructions.

The SmartVault PDF Printer prints (or uploads) files created in other formats to SmartVault in PDF format.  

You can use it to print files (from OpenOffice, Microsoft Word, and similar applications) to the SmartVault Inbox, the Toolbar, the Connected Desktop, or the Auto-Filer.

  Note

If you're using a combination of these applications simultaneously, SmartVault will prompt you to choose the Connected Desktop, Inbox, Toolbar, or Auto-Filer as the destination for your printed PDF file.

Before You Begin

Printing to the SmartVault Connected Desktop

  1. Open the Connected Desktop, select a client, and then select the folder you want to print to SmartVault.
    CD_-_Select_folder_to_print_to.png
  2. Open any software that allows printing. Select SmartVault PDF Printer from the list of printers, and then click Print.
    MS_-_SV_PDF_Printer.png
  3. If you are not signed in, the SmartVault Launchpad will prompt you to sign in.
  4. Depending on the SmartVault applications you currently have in use, a window opens to display the possible locations to which you can send the printed PDF. Select Connected Desktop.
    SmartVault_PDF_printer.png
  5. The PDF uploads to the folder you previously selected.
    CD_-_Print_in_folder.png
  6. Select SmartVault PDF Printer from the list of printers and click Print.
  7. If you aren't currently signed in, the SmartVault Launchpad that is part of the SmartVault for Windows software will prompt you to sign in.
  8. Depending on the SmartVault applications you currently have open, a window opens to display the possible locations to which you can send the printed PDF. Click on Connected Desktop.
    SmartVault_PDF_printer.png
  9. The PDF uploads to the folder you previously clicked.

Printing to the Auto-Filer

  1. Log into the SmartVault Launchpad.
  2. Open any software that allows printing, and then click Print.
  3. Select SmartVault PDF Printer from the list of printers and click Print.
  4. Depending on the SmartVault applications you currently have in use, a window opens to display the possible locations to which you can send the printed PDF. Click on Auto-Filer.
    SmartVault_PDF_printer.png
  5. Select the criteria used to route your document, and then click Upload.

      Note

    You cannot auto-file a document without selecting an engagement type. You do not have to choose an existing document tag. You can enter your own.

  6. Navigate to the SmartVault Connected Desktop to ensure your document has been auto-filed correctly.
    CD_-_Auto-filer_uploaded_file.png

Printing to the SmartVault Inbox

Important Usage Note

The SmartVault Inbox is designed to accommodate specific legacy workflows. It may be outside the typical document management process for most users. Newer SmartVault functionalities, such as the Connected Desktop and Auto-Filer, provide more streamlined and efficient workflows. If you're not a legacy user or your workflows don't specifically require the Inbox, we recommend exploring other options for managing and uploading your documents to SmartVault.

  1. In any software that allows printing, click the Print button to open the Print dialog box.
  2. Select SmartVault PDF Printer from the list of printers and click Print.
    MS_-_SV_PDF_Printer.png
  3. If you are not signed in, the SmartVault Launchpad will prompt you to sign in.
  4. If no other SmartVault applications are open, SmartVault will automatically print to the Inbox. If you have other SmartVault applications in use, select Inbox when prompted.
    SmartVault_PDF_printer.png
  5. Select the folder path to save this file, and then click Upload.

 

Was this article helpful?
1 out of 7 found this helpful
...