- Getting Started with SmartRouting
- Tagging Tax Returns, Organizers, and Financial Statements for Client Emails
- Uploading Files to SmartVault Using the SmartVault PDF Printer
- Auto-Filing a Document Using the PDF Print Driver
- Using the SmartVault PDF Printer to Print from Windows File Explorer or Your Desktop
- Using the SmartVault PDF Printer
- Setting the SmartVault PDF Printer as Your Default Printer
- Uploading Files to SmartVault Using the SmartVault PDF Printer (UK)
- Printing Tax Returns to SmartVault Using the Auto-Filer Tool
