Uploading Files as a Guest User

As a Guest User on SmartVault, quickly and easily upload documents through the Upload Documents option on the left-hand navigation bar or via the Secure Document Upload box on the main panel. Your account manager (who invited you to create your guest account) can view and download any files you upload.

Important Considerations Before You Start

  • Please ensure you have an active SmartVault Guest Account and are logged in to the SmartVault Portal to upload documents.
  • Remember, if you accidentally upload a file and don't have the necessary permissions to delete it, please contact your account manager for assistance. They can help you remove the file from your SmartVault account.

Uploading your Files

  Note

Depending on the SmartVault account plan your account manager uses, the upload process may vary slightly.

To upload a file:

  1. Accessing SmartVault:
    1. Sign in to the SmartVault Portal.
    2. Enter the email address and password you used to activate your guest account.
    3. Click Sign In.

      Sign_in.png

        Note

      If you have forgotten your password, click Can't sign in? and follow the instructions to reset your password.

  2. Accessing Upload Documents:
    1. Choose either Upload Documents from the left-hand navigation bar or click Upload a Document from the Home page.

After this step, the page that appears will depend on your permissions and the type of account plan.

Select the appropriate tab below based on the page you see.

"Recent Upload Folders" page "Upload Documents" page

This page displays the folders relevant to your current or previous engagements.

  Important

Your account manager chooses the folders you can access. You will see only the folders where you can upload files.

  1. Uploading Process:
    1. Hover over the folder where you want to upload your document and click Upload file.
    2. In the "Upload file here" window, you can drag and drop your file or click Upload a file to browse and select a file from your computer.
    3. Add more files as needed and click Save to finalize.
    4. A confirmation message appears. A green check mark shows you the uploaded files.
    5. Close the confirmation message.
      Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand icon KB - Expand icon.png in the bottom right corner to enlarge it.
      Upload Files as a Guest User Jan-24.gif
  2. Navigating to Different Folders for Uploading:
    1. If you need to access a different folder, click the View All Folders button for an expanded view of all available folders. 
      GV - View All Folders button.png
    2. Locate the folder where you want to upload your file and follow the Uploading Process from before.
    3. Click the View Recent Folders button to return to the "Recent Upload Folders" page.
      GV - View Recent Folders button.png
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