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Product Overview – SmartVault at a Glance

SmartVault provides an intuitive, Web-based solution for users to store, access, and share all their documents easily and securely. With features that simplify going paperless — from wizards that interface with your scanner to unique integrations with popular business applications like QuickBooks® — you'll be up and running in minutes. SmartVault's Software-as-a-Service (SaaS) solution allows you to access documents any time and from anywhere via a Web browser or Internet-enabled mobile device. There is no new hardware to install or configure.

SmartVault is composed of four independent but integrated components described on the following tabs. To learn more about how SmartVault works, check out our online library of product tours, or visit our comprehensive Features page.

Portal SV Drive Toolbar
Inbox
Requirements

 

SmartVault Inbox

Get your paper documents into digital format for processing later

The SmartVault Inbox allows users to scan or upload documents into an electronic holding repository, and retrieve them for later processing. This feature is similar to the physical Inbox tray that sits on many desks and is part of the daily workflow. You can have multiple people scan and upload documents to the Inbox, which allows you to get paper into digital format quickly and easily. From the dashboard view in the Web Portal, users can see at-a-glance how many documents are in the Inbox and need attention.

   Demo: Queue Documents for Processing with the SmartVault Inbox

With the SmartVault Inbox, you can:

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