This article is written for guest users who may be new to uploading files online.

If you’ve been invited to SmartVault by a firm to share documents, you’re in the right place — no technical experience is required.

Before You Start

• As a guest user, you can upload files only to folders that the firm has shared with you.
• You do not need to create folders or manage settings; the firm handles that part for you.

Uploading Files

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.

      

        Note

      If you have forgotten your password, click Forgot password? 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.

Depending on how your firm has set up your access, you may see slightly different upload options.

Choose the tab below that matches what you see on your screen.

"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.
• If you don't see the folder where you need to upload your files, please contact your account manager for assistance.

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 in the bottom right corner to enlarge it.

      
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. 
      

   2. Locate the folder where you want to upload your file and follow the Uploading Process from before.

        Note

      If you don't see the "Upload" option in a folder, contact your account manager (the person who invited you to SmartVault) for assistance.

   3. Click the View Recent Folders button to return to the "Recent Upload Folders" page.
      

To upload a file:

  Important

• Folder structure is managed by the firm. Guest users can only upload files, not folders.
• If you don't see the folder where you need to upload your files, please contact your account manager for assistance.

1. Select Upload file next to the folder where you would like to upload your file.
2. In the Upload file here, drag and drop your file into the drag-and-drop area.
   • To upload a file from your computer, click inside the drag and drop area, select the file(s) you want to upload, then click Open.
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 that illustrates the steps. If it appears too small, simply click the Expand icon in the bottom-right corner to enlarge it.

Once uploaded, the firm can immediately see your documents.

Need More Help?

• If a file won't upload, it may be an unsupported file type. 
  See Resolving the Unsupported File Extension Upload Error.
• Uploading from a phone or tablet? 
  See Uploading Documents from Mobile Devices in SmartVault.