Downloading your Files as a Guest User

Overview

As a Guest User, you can download files into the specific folders you have been granted access to.

  Note

In the example below, we are downloading a 2020 Tax Return sent by your accountant.

Download Files

  1. Go to my.smartvault.com.
  2. Enter your 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?

  4. Select Files and Folders. Files_and_Folders.png
  5. Click on the folder with your name or company name, referred to as a Vault within SmartVault. Vault.png
  6. Navigate to the folder containing the files you want to download.
  7. Click the tax year folder TY20.

    TY20_folder.png

  8. Click the tax return PDF to view it in the browser.

    Tax_return_pdf.png

  9. Click Download to download the tax return to your computer, if necessary.

    Tax_return_preview.png

  10. Click Back to close the preview window.

    Close_preview_window.png

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