GENERAL USER
Protect your data by backing up your SmartVault account. This action ensures you have a safe copy of your files.
Note
Exporting from the Connected Desktop only includes active clients. To back up archived clients, your Employees container, and your Firm container, use the mapped‑drive process—see the Mapping Your SmartVault Drive Using the Launchpad section for instructions.
To create and export a backup of your SmartVault account files:
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Begin the Backup Process:
- In the Connected Desktop, go to File > Export data.
- In the Connected Desktop, go to File > Export data.
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Choose Data to Export:
- In the Export Data window, select Include all [number] clients.
Note: By default, selecting a client in the Client List pane will export their records.
- In the Export Data window, select Include all [number] clients.
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Select Storage Location:
- Click Browse to choose a location on your computer for your exported files and folders.
- Once you've selected the location, click OK and then Next.
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Complete the Export:
- A confirmation message will appear once the export is complete.
- A confirmation message will appear once the export is complete.
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Exit and Verify:
- Click Exit.
- Check the chosen folder to ensure all your exported files are present.
Troubleshooting Tip
If you encounter any issues during the export process, please ensure that your SmartVault is up-to-date. If problems persist, contact SmartVault customer support for assistance.