Sending Files to a Client from the Connected Desktop

With SmartVault Connected Desktop, you can send files to your clients securely using any of the following options:

Send link to—send a file via SmartVault to clients invited to your SmartVault account. The clients will receive an email with a link to access the file.
Email link to—send a link to a file stored in SmartVault through your default email application. This feature saves you time by automatically filling in the email address for your client and generating a subject and message.
Mail Recipient—send a password-protected file to any recipient who isn't a customer or guest of your account.

Important

Before sending files, ensure they are in the correct location in SmartVault. If necessary, create a new folder to organize your files. You should also ensure that the client has the proper access permissions. To check this, go to the Clients tab in the Connected Desktop and select the appropriate client. Check that they have Upload permissions for the relevant folder.

Sending a File Using the Send Link To Option

To send a file using the Send link to option:

Open the SmartVault Connected Desktop.
Locate the file you want to send to your client.
Right-click on the file, hover on Send to, and select Send link to.
In Select User, select the name(s) you want to send the file.

Pro Tip

Check the Select All checkbox to send a link to the file to everyone displayed.
Enter a personal message (optional). You can use this to provide context or instructions.
Click Send. The file is sent to the names selected.

Once you've shared the files, the client will receive an email notification with a link to access the files.

Sending a File Using the Email Link To Option

To send a file using the Email link to option:

Open the SmartVault Connected Desktop.
Locate the file you want to send to your client.
Right-click on the file, hover on Send to, and select Email link to.
SmartVault creates a new email using your default email application and automatically fills in the email address stored for your client. You can review and edit the content of the email as necessary.
Click Send.

Sending a Password-Protected File Using the Mail Recipient Option

To securely send a document to someone who isn't part of your SmartVault account, you can use the Mail Recipient option. Simply access the SmartVault Connected Desktop, and send a password-protected PDF file via your computer's default email client.