You can scan documents directly into a secure folder in SmartVault using the SmartVault Inbox and a ScanSnap scanner. Document storage and upload have never been more accessible.

See the list of Scanners Supported by SmartVault.

Scanning Documents 

1. Create SmartVault ScanSnap Profiles:
   • Right-click on your ScanSnap icon in the system tray and select Scan Button Settings.
     

       Note

     If your scanner is unplugged, a red no symbol will appear on the icon. Your scanner must be connected to the SmartVault Inbox.

   • Under Profile, select SmartVault Inbox, click Apply, and then OK.
     
2. Open the SmartVault Launchpad:
   • Sign in if prompted.
   • Click SmartVault Inbox.
3. Select the Folder:
   • Click the All Folders tab.
   • Navigate to the folder to which you're uploading documents and click Select.
     
4. Scan the Document:
   • Leave the Upload Documents window open.
   • Place your document into the ScanSnap scanner, then press the Scan button.
   • Depending on which SmartVault tools you currently have open, a dialog window asking for the destination of your scan will appear. Click Inbox.
     
5. Review and Accept the Scan:
   • The Upload Documents window now contains a preview of your scan, a file name, and a description of the scanned document.
     
   • Click Accept if the information is correct. Otherwise, correct the name and description information and then click Accept.
   • SmartVault uploads the scanned document.