Adding a New Vault in the Files View of Connected Desktop

Overview

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

  Note

If you use a tax account, you shouldn't use this method to create 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 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.
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