Attaching Documents to the SmartVault Web Browser Toolbar

Overview

If you use Xero or Quickbooks Online with SmartVault, you can attach documents to transactions using the SmartVault toolbar on your web browser. 

You can attach documents from your computer or directly from SmartVault. Supported browsers include Chrome, IE, and Firebox.

Find out more about installing the SmartVault toolbar

Attaching a Document from Your Computer

  Note

You can only use the SmartVault toolbar if you have a User or Client license.

  1. The SmartVault toolbar appears on the right side of the screen when you go to a transaction entry in Xero or Quickbooks Online.

      Note

    Find out more about installing the SmartVault toolbar.

  2. Click the paperclip icon to access the Upload and Attach Documents window. 
  3. Drag and drop a file from your desktop directly to the window.

      Note

    You can also click Browse and then locate the file you want to upload.

  4. Once the file is uploaded, it appears in the box, and the folder document on the toolbar will have a badge icon displaying the number of documents attached to that transaction. 
  5. If you click the folder, a window appears with the documents attached to that transaction. This confirms that the attachment was made successfully.

Attaching a Document Already in SmartVault

  1. Click the Inbox icon located on the toolbar. The Inbox folder for the company file appears. If the document you want to attach is in another location, click Browse folders.
  2. Click the plus icon for the file you want to attach. The file is moved to the transaction folder for the company file in SmartVault.
  3. If you were looking for a file in a different location, click Browse folder. Locate the folder your document is in and then click Select folder.
  4. Click the plus (+) icon for the files you want to attach to that transaction. The documents you select are moved to the correct transaction folder in SmartVault.
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