Adding a New Vault in the Files View of Connected Desktop


Add a new vault under your account or a container using the Files View in Connected Desktop.

Note: If you are using a tax account, you shouldn't use this method for creating client vaults. For your tax clients, adding the client through the SmartVault Portal automatically creates a vault for that client.

Adding a New Vault in the Files View

1. Open the Connected Desktop.

2. Select the account or container in which you want to create a new vault and right click on that account or container.
Note: You cannot create a vault underneath a vault.

3. Select New Vault.

4. The vault is created and automatically named New Vault.

5. Right click on the vault and select Rename. Name your vault accordingly.