Backing Up Your SmartVault Account

To create and export a backup of your SmartVault account files:

  1. From the Connected Desktop, select File > Export data.
  2. The Export Data window appears. Select Include all [number] clients.
    Note: If you have a client in the Client List pane selected, the Export Data window includes that client as the record to export by default. 
  3. Click Browse to locate a folder on your computer to store the files and folders you are exporting. Select the location, click OK, and then click Next.
  4. When the export is finished, a message appears stating that the export is complete.
  5. Click Exit.
  6. Check your folder location to verify that the export was completed successfully.
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