To create and export a backup of your SmartVault account files:
- From the Connected Desktop, select File > Export data.
- 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.
- 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.
- When the export is finished, a message appears stating that the export is complete.
- Click Exit.
- Check your folder location to verify that the export was completed successfully.