As a Guest User on SmartVault, you can quickly and easily upload documents from either a computer or mobile device. Use the Upload Documents option on the left-hand navigation bar or the Secure Document Upload box on the main panel. If you prefer to upload documents from your phone or tablet, see our Mobile Upload Guide for more information.

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.
• Unsupported File Types: Be aware of the unsupported file extensions before uploading. Attempting to upload files with these extensions will result in an error.
• Deleting Uploaded Files: 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.
• Creating Folders: You cannot create new folders within SmartVault as a Guest User. If you need a new folder to upload your files, please contact your account manager for assistance.

Uploading your 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.

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.
• 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

• Your account manager chooses the folders you can access on the Upload Documents page. 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. 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 illustrating the steps visually. If it appears too small, simply click the Expand icon  in the bottom right corner to enlarge it.

Additional Resources

• Uploading Files from a Mobile Device (iPhone or iPad)