Setting Up your Docdown Account

To use Docdown, you must register your account and integrate it with SmartVault.

Register your Account and Integrate it with SmartVault

  1. Go to the SmartVault portal.
  2. Click the Docdown tile.
    DD_-_SV_Tile.png
  3. Your information is entered automatically using your SmartVault account data.

      Note

    • Grayed-out fields cannot be edited.
    • From this window, you can only edit your Password.
  4. Click Create an account.
    DD_-_Create_account_-_data.png
  5. Click Authenticate Docdown.
    DD_-_Authenticate_Docdown.png
  6. Sign in to your SmartVault account.
    Outlook_plug-in_SV_login.png
  7. From the Request for Access window, click Allow and close the window.
    DD_-_SV_Access_Allow.png
  8. Go to the Docdown browser tab. From the Verify SmartVault Account window, click Verify.
    DD_-_Verify_integration_acct.png
  9. A successful message appears.
  10. To complete the setup, log in to Docdown.

Logging In to Docdown for the First Time

  1. Go to the SmartVault portal.
  2. Click the Docdown
  3. Enter your email address and password you used to register your Docdown account and click Continue.
    DD_-_Log_in_w_data.png
  4. Go to your email inbox and open the Confirm Docdown Account Email
    You will see an info bar at the top of the page to remind you to look for the email to confirm your account. If you didn’t receive the email, you can click Resend email.
    DD_-_Confirm_email_message.png
  5. Click the Confirm my account link.
    DD_-_Confirm_Docdown_acct_email.png
  6. The email is confirmed, and you can start using Docdown within SmartVault.

Testing the Integration

A successful integration creates a folder structure to host all the documents routed from Docdown workflows.

To test the integration:

  1. Go to the SmartVault portal.
  2. Select View Files and Folders from the navigation sidebar.
  3. Open the Firm
  4. If you see the Docdown vault, your SmartVault and Docdown accounts are integrated.
    DD_-_FF_Docdown_vault.png
  5. Open the Docdown vault to see the folder structure created for Prospective Clients and Unmapped Documents Folder.
    DD_-_FF_vault_structure.png
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