Tours and Demos

This page provides several product tours and feature demos for you to explore the value SmartVault provides. Tours show how you can use the SmartVault solution for your document management needs. Feature demos highlight an individual feature and how easy it is to use.

Product Tours

• Using SmartVault in Your Business
• Using SmartVault in Your Accounting Firm
• Managing Your Bookkeeping Clients on SmartVault

Feature Demonstrations

• Scan and Attach Documents to QuickBooks® Entries
• Create a Custom Folder from the Web Portal
• Queue Documents for Processing with the SmartVault Inbox
• Map a Drive to SmartVault
• Save a Document from Any Microsoft Application
• Back Up QuickBooks Company Files
• Drag and Drop Documents to the SmartVault Toolbar
• Drag and Drop Documents from Outlook to QuickBooks
• Use Notes to Collaborate

Tour: Using SmartVault in Your Business

With SmartVault, you can easily transition to a highly efficient paperless environment. With our unique integration with QuickBooks, we've always been the easiest way to store and share your documents associated with QuickBooks. And now we've enhanced our document management functionality so that you can use SmartVault to securely store and share all of your documents with a single, easy-to-use paperless solution.
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Tour: Using SmartVault in Your Accounting Firm

With SmartVault, you can easily and securely store, access, and share all your documents online. Streamline workflow between you and your clients with SmartVault's Web Portal and unique integration with QuickBooks®, and make paperless a reality.
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Tour: Managing Your Bookkeeping Clients on SmartVault

With SmartVault, bookkeepers can streamline workflow with clients and save countless hours by eliminating paper-based tasks. Use the SmartVault Toolbar to scan and attach documents to more than 30 entries in QuickBooks. And configure SmartVault to backup your QuickBooks company files for added security.
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Scan and Attach Documents to QuickBooks Entries

Learn how to instantly scan and attach documents directly to transactions in QuickBooks. Just click the paperclip icon, click Scan, and scan in your document. You'll be able to preview and name the document right in QuickBooks.
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Create a Custom Folder from the Web Portal

To create a custom SmartVault folder, simply login to the SmartVault Web Portal, and select the SmartVault Account you want to use. On the Taskbar to the right of your window, you'll click the "New Folder" link. You can name the folder, and create multiple subfolders within it.
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Queue Documents for Processing with the SmartVault Inbox

The SmartVault Inbox desktop widget provides a virtual repository for queuing documents for later processing. You can upload documents into your Inbox or any custom folder, by opening the Inbox, choosing a folder, and clicking Add.
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Map a Drive to SmartVault

The SmartVault Web Drive allows you to add entire folders and subfolders to SmartVault, from Windows Explorer. To get started, right click the SmartVault keyhole icon in your system tray, and select Web Drive. Select a letter for your drive, enter your username and password, and click OK. Browse from My Computer to your 'S' drive, to see all the documents uploaded to your SmartVault Account.
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Save a Document from Any Microsoft Application

To save a document to SmartVault, use the "Save As" function for the document, and choose your SmartVault Web Drive as the destination. You can browse and Save To any custom folder within your SmartVault Account. You can view, edit, or delete the document from the SmartVault Web Portal or Web Drive.
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Back Up QuickBooks Company Files

Secure offsite back up of your QuickBooks files is just a couple of clicks away. Begin by simply right clicking the system tray and then follow the prompt to back up your company files to your vault.
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Drag and Drop Documents to the SmartVault Toolbar

See how easy it is to drag documents from your local hard drive onto your SmartVault toolbar. Simply drop the documents into your SmartVault toolbar and view them later by clicking on the Folder icon.
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Drag and Drop Documents from Outlook to QuickBooks

Drag and drop attachments or entire emails from Outlook onto the SmartVault toolbar. You can view the documents directly from QuickBooks via the SmartVault toolbar.
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Use Notes to Collaborate

Use the SmartVault Notes feature to attach important reminders and other text directly to your QuickBooks entries. You can even mark your Note as urgent and watch the indicator on the SmartVault toolbar turn red to denote its status.
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