SmartVault University for Business Owners

1 Get Started with SmartVault Watch Read

  1. 2:27

    1 Activate your SmartVault Account

  2. 3:01

    2 Install SmartVault Desktop Software

  3. 1:27

    3 Configure personal settings

  4. 4:52

    4 Customize the branding of your portal

  5. 5 Create a file structure for your company’s internal data

  6. 3:26

    6 Invite employees to vault

  7. 7 Share a folder and documents

  8. 4:14

    8 Adding a QuickBooks Desktop or Online Company File

  9. 6:56

    9 Using the SmartVault Inbox in your firm

2 Attach Documents in QuickBooks Watch Read

  1. 4:00

    1 Attach files in QuickBooks Desktop with the SmartVault Toolbar

  2. 2 Search for missing attachments to get-audit ready

  3. 3:45

    3 Letting your clients use the SmartVault Inbox to scan in documents

  4. 4 Use the SmartVault Inbox to attach files to QuickBook entries

3 Access and Manage Files Watch Read

  1. 9:44

    1 Print direct to SmartVault from any Windows application

  2. 5:53

    2 Use the SmartVault Mapped Drive

4 Share files with clients Watch Read

  1. 3:44

    1 Send files using Outlook Plugin

  2. 5:18

    2 How Clients use the portal to upload and download documents