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Configuring your Canon scanner to upload scanned documents to SmartVault

susang — Tue, 09 Apr 2013 20:44:23 +0000

If you have a supported Canon scanner with the CaptureOnTouch® software, these instructions will help you create two profiles that allow you to scan documents directly to the SmartVault Inbox and the SmartVault Toolbar with the touch of a button.

Supported Canon scanner models: Canon ImageFormula P-215, DR-C125, DR-M160

What you will need:

A supported Canon scanner, see above.
The SmartVault Desktop software is installed.
A Windows 7, Vista, or XP operating system.
The scanner is plugged in, with drivers installed, and it can scan documents to a folder on your computer.
Scanner must be turned on, open, with a blue continuous light behind the power button and the ‘auto-start’ switch on the back configured to ‘Off’.

Video Tutorial: Setup your Canon One Touch Scanning Integration with SmartVault

Create a one-touch integration wtih Canon scanners and Smartvault

Step-by-Step: Integrate the Canon CaptureOnTouch software with your SmartVault Toolbar

From the Start menu, click All Programs and select the folder that matches your model of Canon scanner, i.e. Canon P-215
Run the CaptureOnTouch program from that folder.
Create a new job in the Job List by clicking the + button in the bottom left hand corner of the screen.
Type the name of job, ‘SmartVault Toolbar‘ in the available field in the Job List.
For the Output Method Selection field, choose ‘Send to Application’.
Select the ‘Start Button’ for the Button Assignment field.
The next three settings are optional. Leave all as default.
Click the Output Setting button.*
Click the Application button represented by .
In the Select Application window, browse to Computer >’ C:\ > Program Files (x86) or Program Files > SmartVault’.
Select the ‘SVault.Client.ScanReceived.exe’ file and click the Open button.

Integrate the Canon CaptureOnTouch software with your SmartVault Inbox:

From the Start menu, click All Programs and select the folder that matches your model of Canon scanner, i.e. Canon P-215
Run CaptureOnTouch program from that folder.
Create a new job in the Job List by clicking the + button in the bottom left hand corner of the screen.
Type the name of job, ‘SmartVault Inbox‘ in the available field in the Job List.
For the Output Method Selection field, choose ‘Send to Application’.
Select the ‘Start Button’ for the Button Assignment field.
The next three settings are optional. Leave all as default.
Click the Output Setting button.*
Click the Application button represented by .
In the Select Application window, browse to Computer > ‘C:\ > Program Files (x86) or Program Files > SmartVault’.
Select the ‘SVault.Client.ScanReceivedInbox.exe’ file and click the Open button. For more advanced feature settings, review your Canon documentation for details.

Upload your documents to the Inbox using the scanner:

Ensure the SmartVault Inbox profile is selected in the CaptureOnTouch manager (left click the CaptureOnTouch icon in the systray to verify).
Open the SmartVault Launchpad, sign in and click SmartVault Inbox.
Click the QuickBooks Inbox Folders tab and use the Browse button to select your QuickBooks company file Inbox.
Place a document in the feeder and press the button on the scanner.
Once the document is scanned, you can change the name and description or click Attach.
Documents uploaded to the Inbox can now be easily moved to the QuickBooks entries using the ‘Attach Docs from Folder’ icon on your SmartVault toolbar.

Upload your documents to the SmartVault Toolbar using the scanner

Ensure the SmartVault Toolbar profile is selected in the CaptureOnTouch manager (left click the CaptureOnTouch icon in the systray to verify).
Open the QuickBooks Company file and sign into SmartVault when prompted.
Create a new entry in QuickBooks or open an existing one.
Place a document in the feeder and press the button on the scanner.
Once the document is scanned, you can change the name and description or click Attach to accept the auto-naming feature.
For a new QuickBooks entry, click Save and New or Save and Close.

Documents attached directly to the SmartVault Toolbar will show a number under the Document Viewer (the Folder icon in the SmartVault toolbar) indicating attached documents.

The post Configuring your Canon scanner to upload scanned documents to SmartVault appeared first on SmartVault Support.

The SmartVault toolbar in QuickBooks is missing or does not display

susang — Mon, 08 Apr 2013 20:11:51 +0000

Symptoms

Error: The QuickBooks SDK has failed to register the SmartVault user interface extension.
SmartVault Toolbar is not active (grayed out) when a QuickBooks entry is selected.
SmartVault Toolbar displays only on the Home, Reports, and Snapshot pages in QuickBooks.
SmartVault is not listed on the Company menu in QuickBooks.
SmartVault Toolbar does not display in QuickBooks after installing the SmartVault Desktop software and adding a QuickBooks company file to SmartVault.
SmartVault Toolbar doesn’t do anything when you click Sign in on the SmartVault Toolbar.

Cause

This issue occurs when there is a communication problem, or more technically, a registration problem, between SmartVault and QuickBooks. In order for SmartVault and QuickBooks to communicate, QuickBooks requires that

SmartVault write a specific file to the ProgramFilesIntuitQBVersionComponentsRegisteredUI folder on your computer. However, this error indicates that SmartVault cannot write this file to the folder because SmartVault does not have write permissions for this folder.

This problem most often occurs when you perform the following actions:

You install SmartVault on a Windows 7 computer where QuickBooks 2011 is installed and User Account Controls (UAC) are set to med-high or high.
You install SmartVault on a Windows Vista computer where QuickBooks 2011 is installed and UAC is enabled.
You have upgraded an existing installation of QuickBooks with SmartVault to the latest QuickBooks version in a different directory on a Windows XP, Windows Vista, or Windows 7 computer.
You have updated the
QuickBooks SDK as a result of a QuickBooks update on a Windows XP, Windows Vista, or Windows 7 computer.

Resolution

To resolve this issue, ensure that SmartVault is correctly registered with QuickBooks.

Close QuickBooks.
Open the Windows Task Manager on your computer (Ctrl+Alt+Del), and then on the Processes tab, verify that QBW32.exe is no longer running. If it is running, select it and then click End Process.
Run the Fix QuickBooks Registration tool in SmartVault by completing the following steps:

In the bottom right-hand corner of your computer desktop (in the notification area by your clock) right-click on the SmartVault keyhole icon.
Click Actions > Fix QuickBooks Registration.
If Windows displays an “Allow this application to make changes” message, click Yes or OK.
The verification message “Your computer is ready for use” should display.

After the verification message displays, complete the following steps:

Click Start > Programs > SmartVault > SmartVault Launchpad, and then sign in to SmartVault.
Reopen QuickBooks.
Answer security question (if prompted) about allowing SmartVault to run.

The SmartVault Toolbar should now display in QuickBooks

Knowledge Base ID

KB328

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How the SmartVault Backup Feature Works

susang — Fri, 05 Apr 2013 15:39:27 +0000

SmartVault recommends that you back up any QuickBooks company files that you make changes to at least once a day.

Backup your QuickBooks data with SmartVault

You can backup your QuickBooks company files using the native QuickBooks backup tool, or you can use SmartVault to backup your company files. Both methods allow for manual backing up, but SmartVault also allows you to schedule backups, per X number of times you close the file.

The process SmartVault uses when backing up your QuickBooks company file is:

SmartVault recalls the path to the company file from the registry setting at HKEY_CURRENT_USER\Software\SmartVaultCorporation\QuickBooks\LocalDatabases\.
The SmartVault Backup is a zip file that contains the company file, .QBW, and its related files including .DSN, .LGB, .TLS, and .ND file extensions.
SmartVault takes the zipped file and chunks it up into smaller pieces, and then uploads it to the Backups folder in your vault under Applications\Quickbooks\CompanyName.
Once it uploaded to SmartVault, it verifies that all the chunks were successfully uploaded and this step completes the backup process.

Note: SmartVault does not apply any specific settings like verification during the backup/restore process. We recommend that you use the native QuickBooks backup with the option set for complete verification at least once a month, but use SmartVault backup service for daily backing up. The SmartVault backup service is applied per workstation and you should decide how to configure that setting for every person in your workflow who is using the SmartVault toolbar in QuickBooks to attach documents to transactions.

As part of a disaster recovery plan, you should periodically restore your SmartVault backup of your QuickBooks company file to ensure that it is in working order.

The post How the SmartVault Backup Feature Works appeared first on SmartVault Support.

Map a SmartVault Drive on a Mac Computer

susang — Thu, 04 Apr 2013 19:09:04 +0000

One way to use SmartVault with a Mac is to map a drive using Finder. With a mapped drive, you can drag and drop, or cut/copy and paste files and folders. It’s a great way to migrate existing data to your SmartVault.

Map a drive on a Mac with Finder

To connect to the SmartVault drive from Your Mac:

Launch Finder.
Click Go | Connect to Server.
Enter the URL for the SmartVault drive service: https://docs.smartvault.com
Enter your SmartVault username (SmartVault email address) and password into the Authentication dialog.
The “docs.smartvault.com” SmartVault drive will be displayed.

Finder displays the files and folders stored in your SmartVault portal. Using Finder, you can create custom folders under any vault.

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SmartVault does not show up in my Chrome browser bar

susang — Thu, 13 Dec 2012 14:09:34 +0000

Symptom

I downloaded the SmartVault QuickBooks Online Chrome Extension but it doesn’t show up in my browser bar. The SmartVault QuickBooks Online Chrome Extension does not show up in my browser bar.

Cause

This occurs because the SmartVault extension for Google Chrome is not a part of the Chrome Webstore.

Resolution

To resolve this issue, save the extension to your local Downloads folder and install it to your Chrome browser manually.

Ensure you have downloaded the SmatVault QuickBooks Online extension for the Chrome Browser and it is saved in your downloads folder.
The file name you should look for is “smartvaultbrowserextension.crx”. If you have downloaded it multiple times, you will have extra copies. Delete all copies with a number in parentheses within the name. Delete these files.
Hold down the Windows Logo key and tap the E key to open Windows Explorer and locate the above mentioned “crx” file.
Open a Google Chrome Browser window on your desktop alongside the already opened Windows Explorer window from step 4. You will be using both screens to drag from one to other.
Click the “Customize and Control Google Options” button in the upper right hand of the Google Chrome window. Select Settings and open the Extensions page from the upper left.
Drag the smartvaultbrowserextension.crx from the Explorer window opened in step 3 and drop it on the Extensions page.

Expected Behavior

You should see a popup that will ask “Do you want to Add ‘SmartVault Browser Extention’” Click the Add button. You will notice the SmartVault icon displayed in the Chrome bar at the top right of your browser window.

Knowledge Base ID

KB321

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SmartVault Drive performance is slow or sluggish on a Windows 7 computer

maureens — Thu, 24 Mar 2011 01:37:40 +0000

Symptom

SmartVault Drive performance is slow or sluggish on a Windows 7 computer.

Cause

This issue typically occurs when the Automatically detect settings option for Local Area Network (LAN) Settings in Internet Explorer is enabled.

In Windows 7, disabling the Automatically detect settings option for LAN settings in Internet Explorer improves the way Windows Explorer communicates with the SmartVault Drive.

The SmartVault Drive works in conjunction with Windows Explorer, and in the Microsoft operating system, Internet Explorer works on top of Windows Explorer. Disabling this setting in Internet Explorer improves the way Windows Explorer communicates with the SmartVault Drive.

Note: Even if you use a browser other than Internet Explorer, such as Mozilla Firefox, if the Automatically detect settings option for Local Area Network (LAN) Settings in Internet Explorer is enabled, the performance of the SmartVault Drive may be slow or sluggish on a Windows 7 computer.

Resolution

To resolve this issue, ensure that the Automatically detect settings option for Local Area Network (LAN) Settings in Internet Explorer is disabled.

Note: Even if you use a browser other than Internet Explorer, such as Mozilla Firefox, disabling the Automatically detect settings option for Local Area Network (LAN) Settings in Internet Explorer will improve the performance of the SmartVault Drive.

To ensure that the Automatically detect settings option in Internet Explorer is disabled:

Close all open Internet Explorer browser windows and Windows Explorer windows.
Open Internet Explorer.
On the Tools menu, click Internet Options.
On the Connections tab, click LAN Settings.
Ensure that the check box for Automatically detect settings is cleared.
Click OK, and then click OK again to close the Internet Options dialog box.

Knowledge Base ID

KB301

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Error: 0×80040420 The QuickBooks user has denied access

maureens — Tue, 22 Mar 2011 14:00:27 +0000

Symptom

Error: 0x80040420 The QuickBooks user has denied access. This application is not allowed to login automatically. Check the qbsdklog.txt file for possible additional information.

Cause

This error message typically displays if, at one time or another, you chose not to integrate the specific QuickBooks company file with SmartVault.

Resolution

To resolve this issue, configure the QuickBooks company fie to accept automatic logins from SmartVault.

To configure the QuickBooks company file to accept automatic logins from SmartVault:

In QuickBooks, on the Edit menu, click Preferences.
In the left pane, select Integrated Applications.
On the Company Preferences tab, verify that SmartVault is listed under Application Name, and then click Properties.
Ensure you have the following items selected on the Access Rights page:

Allow this application to read and modify this company file
Allow this application to login automatically

Knowledge Base ID

KB287

The post Error: 0×80040420 The QuickBooks user has denied access appeared first on SmartVault Support.

Error: No Network Connection displays even if you have access to the Internet

maureens — Thu, 17 Mar 2011 15:28:43 +0000

Symptom

Error: No Network Connection displays even if you have access to the Internet.

Cause

This issue has been reported by customers who use TrendMicro Internet security software. This issue typically occurs when there has been an update to your antivirus software, and the update has blocked the SmartVault application from communicating with the SmartVault servers.

Resolution

To resolve the issue, you will need to open the settings of the TrendMicros Internet security software and create an Exception to the rule for svault.exe with the file path:
Program FilesSmartvaultsvault.exe and allow TCP communications, both inbound and outbound.

To create a rule exception in TrendMicro security:

Right click on the red TrendMicro Security icon in your system tray.
Select Open Main Console.
Click Personal Firewall Controls > Settings > Advanced Settings.
Click on the Program Control tab.
Click Add and then type SmartVault in the Description field.
Select the browse option to go to Program FilesSmartVaultsvault.exe.
Click Both for the Connection option.
Click Allow for Response.
Select TCP for Protocol and then click OK.
Exit out of the SmartVault Desktop software by right-clicking the SmartVault icon in your system tray and then clicking Exit.
Restart SmartVault by clicking Start > Programs > SmartVault > SmartVault Launchpad, and then signing back in to SmartVault

Knowledge Base ID

KB266

The post Error: No Network Connection displays even if you have access to the Internet appeared first on SmartVault Support.

Scanned letter-sized document displays as a legal-sized document

maureens — Wed, 16 Mar 2011 22:09:12 +0000

Symptom

When scanning a letter-sized document, the document image displays as if it was scanned as a legal-sized document, the actual image is reduced, and when the image is printed, the document is too small to read.

Cause

This issue may occur on certain scanners where the scanner does not seem to respond well to the Auto settings specified by default in the Options field on the Scanners tab in the SmartVault User Options dialog box.

Resolution

To resolve this issue:

Right-click the SmartVault icon in your system tray and sign in to SmartVault.
Right-click the SmartVault icon in your system tray again, and then click Options.
On the Scanners tab, select your scanner from the drop-down list.
Click Advanced.
Iin the Page Size field, select US Letter from the drop-down list.
Click Close.

Knowledge Base ID

KB263

The post Scanned letter-sized document displays as a legal-sized document appeared first on SmartVault Support.

Expanding folders in the SmartVault portal Advanced view tree pane does not allow scrolling with many folders enumerated

maureens — Wed, 16 Mar 2011 20:48:08 +0000

Symptom

Expanding folders in the SmartVault portal Advanced view tree pane does not allow scrolling with many folders enumerated.

Cause

This issue occurs if you are using Microsoft Windows Internet Explorer 7 or Internet Explorer 8 with Compatibility Settings enabled.

Resolution

To resolve this issue:

If you are using Internet Explorer 8, turn off compatibility mode for the browser.
If you are using Internet Explorer 7, update to Internet Explorer 8 and then turn off compatibility mode for the browser.
Use Mozilla Firefox or higher as your browser.

Knowledge Base ID

KB243

The post Expanding folders in the SmartVault portal Advanced view tree pane does not allow scrolling with many folders enumerated appeared first on SmartVault Support.