As a user or guest, uploading files to SmartVault is essential for managing your documents and making them accessible to your clients. In SmartVault, you can upload files using the Connected Desktop, making managing your documents simple and convenient.

For Users: Uploading Files Using the Connected Desktop

1. Open the Connected Desktop.
   

     Tip

   For additional help navigating the application, refer to our Connected Desktop Quick Start Guide.

2. Navigate to your target folder.
   • In the Document View pane, locate and click the client vault folder where you want to upload the file(s). 
     

       Note

     Uploading files without selecting a specific folder may result in the files being placed outside any folder, which could limit client access.

3. Initiate the upload.
   • With the correct folder highlighted, click the Upload button in the Document View toolbar. 
     
4. Select your files. 
   • In the file browser dialog:
     • Browse and select the file(s) you want to upload.
       
     • Hold down the CTRL key while clicking each file to choose multiple files simultaneously.
5. Confirm and upload.
   • Click Open to start the upload process.
   • Your file(s) will now be uploaded to the selected folder in your client vault.
     

For Guests: Uploading Files via the Online Portal

If you’ve been invited to SmartVault as a guest:

1. Sign in to the SmartVault Portal using your guest credentials.
2. Follow the instructions to upload your files via the Online Portal.

Additional Tips

• File Organization: Always ensure you select the appropriate folder before uploading your files to maintain proper document organization.
• Troubleshooting: If you encounter any issues during the upload, verify that you have the correct permissions for the selected folder.

For additional help, contact our SmartVault Support Team.