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

 

Web Portal

Access and share documents any time and from anywhere

The SmartVault Web Portal is where you can access and manage all your files and documents. From the Portal, you can also share documents or folders with one or more people. You can access the Portal securely from a Web browser or Internet-enabled mobile device.

   Demo: Create a Custom Folder from the Web Portal

With the SmartVault Web Portal, you can:

• View documents directly from a Web browser
• Create and manage your folder hierarchy
• 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
• Manage authorized users and access rights
• Update and manage your account preferences