Sending Files to a Client from the Connected Desktop

Overview

You can use the Connected Desktop to send files to clients in three ways: 

  • Send link to: This option allows you to send file a file via SmartVault.
  • Email link to: When you send a file using the Email link to option. SmartVault uses your default email application. This email will include an automatically generated subject, message, and link to the SmartVault Portal file. The email address will automatically fill using your client's email address.
  • Mail Recipient: The Mail Recipient option allows you to send a password-protected file. 

Sending a File from the Connected Desktop

  1. Open the Connected Desktop.
  2. Locate the file you want to send to your client.
  3. Right-click on the file and select Send to
  4. Select one of the following ways to send the file to the client: 
    • Send link to
    • Email link to
    • Mail Recipient

Sending a File Using the Send Link To Option

If you choose this option, the following window appears:

  1. Enable the checkbox next to the name(s) to which you want to send the file.

      Note

    Enable the Select All checkbox to send a link to the file to all the names displayed.

  2. Enter a personal message (optional).
  3. Click Send. The file is sent to the names selected. 

Sending a File Using the Email Link To Option

SmartVault creates a new email using your default email application and automatically fills in the email address stored for your client if you choose this option.

The message will include an automatically generated subject, message, and link to the SmartVault Portal file. 

Sending a Password-Protected File Using the Mail Recipient Option

You may need to securely send a document to someone who has not been invited to your SmartVault account. 

From the SmartVault Connected Desktop, you can send password-protected PDF files via your computer's default email client.

  Note

You cannot use Gmail or any other browser-based email service.

Find out more information about sending a password-protected file

  1. Click Send.
  2. Enter a password for the file. 

      Note

    You will have to provide this password to the recipient.

  3. Click OK. The PDF is attached to an email in your default email program.
  4. Enter the email address(es) for your recipient(s) and click Send.
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