Using the SmartVault PDF Printer to Upload and Organize Files

GENERAL USER

Note for Thomson Reuters® UltraTax Users

If you're using UltraTax, please consult our Getting Started with SmartRouting article for the most relevant steps.

The SmartVault PDF Printer allows you to convert and upload files directly into SmartVault in PDF format, creating a seamless experience for managing documents. You can print files from various applications directly to SmartVault, choosing your preferred destination: Connected Desktop, Auto-Filer, or Inbox.

Setting Up the SmartVault PDF Printer

Install the SmartVault Desktop Software (if not already installed).
Set as Default Printer:
- Go to Start > Settings > Devices > Printers & scanners.
- Select SmartVault PDF Printer from the list and click Manage.
- Click Set as default.

Uploading Files to SmartVault

To upload files directly to SmartVault, use the SmartVault PDF Printer from any application that allows printing (e.g., Word, Excel).

Open the document you wish to upload and select File > Print.
Choose SmartVault PDF Printer from the printer list and click Print.
A SmartVault dialog will appear, allowing you to choose the upload destination. Options include:
- Connected Desktop: To upload directly to a client folder.
- Auto-Filer: This is for automatic routing based on engagement criteria.
- Inbox: Primarily for legacy workflows.
Select the desired location to send the document to SmartVault.

Printing to SmartVault

Printing to the Connected Desktop

Open the Connected Desktop and navigate to the client folder where you want to store the file.
Print the document by selecting SmartVault PDF Printer from your application's print dialog.
Select Connected Desktop as the destination in the upload dialog, and the PDF will be uploaded to the selected folder.

Printing to the Auto-Filer

Log into the SmartVault Launchpad.
Print the document by selecting SmartVault PDF Printer from your application's print dialog.
Click Upload to auto-file the document.
Select SmartVault PDF Printer from the list of printers and click Print.

Note

You cannot auto-file without selecting an engagement type.

Printing to the Inbox

Important Usage Note

The SmartVault Inbox is designed to accommodate specific legacy workflows. For most users, we recommend using Connected Desktop or Auto-Filer for improved efficiency.

In any software that allows printing, click the Print button to open the Print dialog box.
Select SmartVault PDF Printer from the list of printers and click Print.
Choose Inbox from the upload dialog.
Select the folder path to save the file and click Upload.

Additional Notes

Existing PDFs: If you're working with existing PDF files, upload them directly to a SmartVault folder instead of using the PDF Printer.
Using Files from File Explorer or Desktop: You can also use the SmartVault PDF Printer with files in Windows File Explorer or directly from your desktop for quick and easy uploading.