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 Drive

Robust integration with Windows, Mac, Linux, and iPhone lets you map your network drive to SmartVault

Use the SmartVault Drive to create folders and browse, upload, and download documents in a familiar Windows Explorer-type interface. SmartVault users can now create folders and build a hierarchy based on their business needs. If you already have a folder hierarchy, just use the mapping functionality to map multiple folders or an entire drive to SmartVault. With the click of a mouse, you can copy your files to SmartVault. It's easier than ever to back up your files for secure online file storage and document sharing.

With the SmartVault Drive, you can:

• Browse, search, upload, download documents via a familiar Windows Explorer-type interface
• Create, rename, or delete files and folders quickly and easily
• Map a Windows drive directly to SmartVault — just drag and drop files and directories from Windows Explorer
• With the SmartVault Drive, you can map a drive to SmartVault from your Windows, Mac, or Linux machine. There is even an app for your iPhone.
• Save To feature allows you to save documents from any Windows-based application directly to SmartVault
• Sync local folders directly to SmartVault using GoodSync. Learn more about GoodSync >>
• Drag and drop emails or email attachments from Outlook directly to the SmartVault Drive, Inbox, or Web Portal