Setting Up your Quoters Account

GENERAL USER

To use Quoters, 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 Quoters tile.
    HP_-_Quoters_tile.png
  3. From the Login page, click No account yet? Sign in here.
    QT_-_No_account_yet.png
  4. Enter your information—First, Last name, email associated with your SmartVault account, and a Password— select the checkbox agreeing to the Terms of use and Privacy policy, and click SIGN IN.
    QT_-_Create_account.png
  5. Click START.
    QT_-_Authenticate_acct.png
  6. Enter the email address associated with your SmartVault account and click NEXT.
    QT_-_Authenticate_SV_email.png
  7. Click Grant Access.
    QT_-_Grant_access.png
  8. Sign in to your SmartVault account.
    Outlook_plug-SV_login.png
  9. From the Request for Access window, click Allow and close the window.
    QT_-_Allow.png
  10. Quoters appears in My Apps within SmartVault.
    QT_-_My_Apps.png
  11. Go to the Quoters browser tab. Select your SmartVault Account and click SELECT.
    QT_-_Select_account.png
  12. The integration is complete, and the Quoters dashboard appears.
    Quoters_HP.png
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