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

Web Portal

Secure document storage and file sharing

The SmartVault Document Portal is where you can access and manage all your files and documents. Quickly and easily share documents or folders with one or more people and custom brand the Document Portal to extend your own company's brand. You can access the Portal securely from a Web browser or Internet-enabled mobile device.

Demo: Create a Custom Folder from the Web Portal

Video Tutorial: Custom Brand the SmartVault Portal

Video Tutorial: Securely Share Files in the SmartVault Portal

With the SmartVault Web Portal you can:

Use the new Files and Folders view to quickly share and view specific files
Create and manage your folder hierarchy
Configure notifications to be automatically notified when a user uploads or downloads a documents*
Manage authorized users and access rights
Upload documents to the SmartVault Inbox or a folder you've created
Get an at-a-glance view of tasks, including notes and your items waiting in your Inbox
Access user activity logs to see who accessed files and when**
Search for documents by keyword or phrase, and enjoy full text search on any searchable Word, Excel, PowerPoint, or pdf document**
Add your logo and color scheme for a custom branded portal
Update and manage your account preferences