Product Overview – SmartVault at a Glance

SmartVault provides an intuitive, Web-based solution for users to store, view and share files securely any time and from anywhere. Quickly organize and view all your files online and enjoy secure offsite backup and recovery of your data. Enhance your brand and overall professionalism by custom branding the SmartVault document portal with your company logo, custom colors and links.

SmartVault also offers a unique plug-in for QuickBooks® creating a seamless user experience for scanning, attaching, and finding documents within a familiar application. In addition to using the SmartVault document portal users can also leverage the award-winning SmartVault Desktop software, which includes the SmartVault Toolbar plug-in for QuickBooks, SmartVault Inbox, and the SmartVault Drive for easily uploading, accessing, and viewing files.

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:

• Scan, drag and drop, or upload files from your local computer or network to the Inbox for later processing
• Improve workflow with at-a-glance views of how many documents are in the Inbox waiting to be processed
• Increase efficiency by having office staff or administrators use the Inbox to get paper into digital format quickly
• Achieve fast, easy high-volume scanning with a custom integration with Fujitsu ScanSnaps — users automatically scan directly to the Inbox
• Work more efficiently in a hosted application environment — customers can use a local scanner to scan directly to the Inbox, then access scanned documents from their hosted desktop. If you host QuickBooks® or Microsoft Office, this is a feature you'll love!