Uploading Files with the SmartVault PDF Printer

The SmartVault PDF Printer feature offers a seamless way to convert and upload your documents as PDFs directly into SmartVault, whether working from the Connected Desktop, Auto-Filer, or the Inbox (default option). This convenient method ensures that your documents are securely stored and easily accessible in SmartVault.

Setting the SmartVault Printer as Your Default Printer

To ensure your documents automatically upload to SmartVault from File Explorer or your desktop, set the SmartVault PDF Printer as your default printer. Follow these steps:

  1. On your computer, click Start windows_logo_icon_214749.png.
  2. Go to Settings> Devices> Printers & scanners.
  3. Select SmartVault PDF Printer from the list and click Manage.
  4. Click Set as default.

Uploading Files to SmartVault

After setting up the SmartVault PDF Printer as your default printer, follow these steps to upload files:

  1. From your desktop, right-click on the file and select Print, or open the file and choose the Print option from within the application.
  2. A SmartVault dialogue will appear, prompting you to choose where to send the printed PDF. Options include the Connected Desktop, Inbox, and Auto-Filer.
    CD - Upload File to SmartVault dialog.png
  3. Select your desired location and your document will be converted to a PDF and uploaded directly to SmartVault.
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