The Desktop Software allows you to:

Use the Inbox feature to securely scan and upload your paper documents to the company specific Inbox folder in SmartVault. You can then to attach these to your QuickBooks Online entries.

Fujitsu ScanSnap scanner owners can quickly configure their SmartVault profile for one touch scanning to the SmartVault Inbox.

Map the SmartVault drive to view and edit your documents in SmartVault using Windows Explorer.

Download the iPhone/iPad apps to easily upload documents the Inbox or view all the documents you store in SmartVault.

Get started today getting the most from your SmartVault and QuickBooks Online integration by first installing our Desktop software, then you can map and drag, scan or use your mobile device.

• Install the SmartVault Desktop Software
• Attach Documents to QuickBooks Online Entries
• Map a Drive and Drag Folders and Documents
• Access documents stored in QuickBooks Online from SmartVault mobile apps
• Scan to any Folder Using a TWAIN Scanner
• One Button Scanning with ScanSnap Scanner

The post QuickBooks Online: Get the most out of your SmartVault experience! appeared first on SmartVault Support.

• SmartVault Client and Affiliate Portal
• SmartVault Desktop Software
• SmartVault Application for iPad and iPhone

SmartVault Client and Affiliate Portal

This service update includes updates to the SmartVault Client and Affiliate portal:

• Fixed an issue where the portal caused an access overflow error when sharing a folder or its subfolders with large counts of users (over 100). This issue is now resolved.
• Fixed an issue that prevented Annual plan users from downgrading to monthly DMX plans. Users can now downgrade accounts and receive credits for licenses returned from the Manage Bill page of the Client portal.
• Fixed an issue where the a user could not update their payment address on the Payment Summary page of the Affiliate portal. The address update link on the Payment Summary page of Affiliate portal now saves changes made to the Affiliate payment address.

SmartVault Desktop Software

This service update includes updates to the desktop software:

• Enhanced to support the latest Fujitsu ScanSnap model – iX500
• Fixed an issue where the desktop client software sometimes failed to open due to a competing process.

SmartVault iPad and iPhone Application

This service update includes changes to the SmartVault iPad and iPhone application:

• Users can now copy and move files and folders.
• Users can now multi-select files and folders to copy, move and delete.
• Fixed an issue with uploading pictures on the iPhone. On the iPhone, pictures are taken at hi-resolution by default, and the file sizes can be very large. Users can choose the file resolution and select a smaller file size to upload.

The post April 2013 SmartVault Service Update (13.104.119.1778) appeared first on SmartVault Support.

Changing Your Email Address

If you need to change your email address associated with your SmartVault user ID, submit an email address change support request.
To change your email address:

1. Go to https://my.smartvault.com/secure/Submit.aspx.
2. In the Subject field, type Email Address Change Request for FirstName Last Name, where FirstName LastName is your name.
3. In the Question field, specify the email address currently associated with your SmartVault user ID, the new email address you want to use for your SmartVault user ID, and any other information you think would be useful for the SmartVault support team to know.
4. Click Submit.

The SmartVault Support team will respond to your request within 24 hours and help you change your email address.

The post How to Change Your SmartVault Email Address appeared first on SmartVault Support.

To share a folder:

SmartVault displays a list of current users who have been given access to the folder using the Share & Manage Access option. For example, since SmartVault Administrators automatically have access to every folder in an account, the name of every user in the SmartVault Administrators group will display in the list. If a user is a member of the Vault Managers group for the vault that contains the folder, the name of each user who is a member of the Vault Managers group will also display in the list.

Note: For more information about license types, place your cursor over the name of the license type and review the tool tip for the license type or see “Understanding SmartVault Licensing”.

• If you want SmartVault to automatically send the user a sharing email notification, select the Send email notification to user check box.
• If you do not want SmartVault to automatically send the user a sharing email notification, clear the Send email notification to user check box.

The post How to Share a Folder: Grant a User Share Access appeared first on SmartVault Support.

To share a vault using the Share & Manage Access option:

1. Sign in to the SmartVault portal.
2. In the Advanced view, in the left tree pane, select the vault you want to share.
3. In the right task pane, click Share & Manage Access.

SmartVault displays a list of current users who have been given access to the vault using the Share & Manage Access option. For example, since SmartVault Administrators automatically have access to every vault in an account, the name of every user in the SmartVault Administrators group will display in the list. If a user is a member of the Vault Managers group for the vault, the name of each user who is a member of the Vault Managers group will also display in the list.

4. Click Add User.
5. If you want to share the vault with an existing user in the account, in the Email Address field, select the name of the user from the drop-down list.
6. If you want to share the vault with a user who is not yet a member of the account, in the License field, select a license type for the user, in the Email Address field, type the email address for the user, and then type the user’s first name and last name in the appropriate field.

Note: For more information about license types, place your cursor over the name of the license type and review the tool tip for the license type or see “Understanding SmartVault Licensing”.

7. Specify whether or not you want SmartVault to automatically send the user a sharing notification email by completing the following steps:
• If you want SmartVault to automatically send the user a sharing email notification, select the Send email notification to user check box.
• If you do not want SmartVault to automatically send the user a sharing email notification, clear the Send email notification to user check box.
8. In the Personal Message field, specify an optional personal message.
9. Under Access and Notification Settings, specify access and notification settings as appropriate.
10. Click Add.
11. If you want the access and notification settings you specified for the user to apply only to the selected vault, under Apply changes to, verify that This folder only is selected and then click Save Settings.
12. If you want the access and notification settings you specified for the user added not only the selected vault, but also to every folder and subfolder in the vault, under Apply changes to select This folder and all subfolders, and then click Save Settings.
13. If you want the access and notifications settings specified for the vault to replace the access and notification settings specified for every folder and subfolder in the vault, under Apply changes to, select This folder and make all subfolder access settings exactly like these, and then click Save Settings.

The post How to Share a Vault: Grant a User Access using Share & Manage appeared first on SmartVault Support.

]]> http://www.smartvault.com/support/how-to-share-a-vault-grant-a-user-share-access/feed/ 0 http://www.smartvault.com/support/how-to-share-a-vault-add-user-to-a-vault-group/ http://www.smartvault.com/support/how-to-share-a-vault-add-user-to-a-vault-group/#comments Wed, 10 Apr 2013 17:45:36 +0000 susang http://www.smartvault.com/support/?p=5247 Placing a user in one of three Vault groups is the quickest way to share the entire Vault – with an employee or a client. Once and done! To share a vault using the Manage Group Members option: Sign into the SmartVault client portal and ensure you are in the Advanced View. In the left [...]

The post How to Share a Vault: Add User to a Vault Group appeared first on SmartVault Support.

]]> Placing a user in one of three Vault groups is the quickest way to share the entire Vault – with an employee or a client. Once and done!


To share a vault using the Manage Group Members option:

1. Sign into the SmartVault client portal and ensure you are in the Advanced View.
2. In the left pane, right click the vault name you want to share and select Manage Group Members.
3. Is the user in the list of Existing Account Users?
   • If Yes, select the check box(es) and click the Add button. If No, click the Invite User Not in List button.
   • Complete the form and click the “Send Email” button.

For more information, see Sharing Vaults using the Manage Group Members option

SmartVault automatically sends the user you shared the vault with an email notification message telling the user that you have shared the vault with them and that they can access the vault by clicking the link in the email.

Note: SmartVault Administrators and members of other vault-level groups are not included in the list of current users displayed on each tab. However, members of these groups may already have permissions to the vault based on vault-level group memberships. For example, by default, SmartVault Administrators are also Vault Managers for each vault in the account. To see a list of SmartVault Administrators who also have access to the vault, in the Advanced view, in the left pane, select the account, and then in the right pane, click Manage Administrators. Also, for example, any member of the Vault Managers group is already by default a member the Full Access group.

The post How to Share a Vault: Add User to a Vault Group appeared first on SmartVault Support.

]]> http://www.smartvault.com/support/how-to-share-a-vault-add-user-to-a-vault-group/feed/ 0 http://www.smartvault.com/support/how-to-move-a-quickbooks-company-file/ http://www.smartvault.com/support/how-to-move-a-quickbooks-company-file/#comments Wed, 10 Apr 2013 13:18:34 +0000 susang http://www.smartvault.com/support/?p=5214 You can move a QuickBooks company between vaults in the same account as well as between vaults in different accounts. When you move a QuickBooks company file, SmartVault moves all of the notes and documents attached to QuickBooks entries using the SmartVault Toolbar with the QuickBooks company file. To move a QuickBooks company file: Sign [...]

The post How to Move a QuickBooks Company File appeared first on SmartVault Support.

]]> You can move a QuickBooks company between vaults in the same account as well as between vaults in different accounts. When you move a QuickBooks company file, SmartVault moves all of the notes and documents attached to QuickBooks entries using the SmartVault Toolbar with the QuickBooks company file.


To move a QuickBooks company file:

1. Sign in to the SmartVault portal.
2. Select the account that contains the QuickBooks company file you want to move, and then browse to the vault that contains the QuickBooks company file you want to move.
3. In the Application folder, expand QuickBooks and then select the QuickBooks company file you want to move.
4. In the right task pane, click Move Company.
5. In the Move to this account field, select the account you want to move the QuickBooks company file to from the drop-down list.
6. In the Move to this vault field, select the vault you want to move the QuickBooks company file to from the drop-down list.
7. Click Move this company.

SmartVault displays a message telling you that the move is being processed and that an email will be sent to you when the move is complete. When you receive the email telling you the QuickBooks company file has been moved successfully, complete the following steps:

1. Select the account that contains the vault you moved the QuickBooks company file.
2. In the right task pane, click Refresh.

Browse to the vault that you moved the QuickBooks company file to, and then expand Applications > QuickBooks. The QuickBooks company file you moved should now display under QuickBooks.

Note: If you previously shared the QuickBooks company file, you may need to adjust security settings after you move a QuickBooks company file. The sharing settings you specified for the QuickBooks company file are not retained when you move the QuickBooks company file. You must re-share the QuickBooks company file again using the Share & Manage Access option if you want to continue to share the QuickBooks company file.

For more information, see Sharing a QuickBooks Company File.

The post How to Move a QuickBooks Company File appeared first on SmartVault Support.

]]> http://www.smartvault.com/support/how-to-move-a-quickbooks-company-file/feed/ 0 http://www.smartvault.com/support/how-to-update-your-credit-card-information/ http://www.smartvault.com/support/how-to-update-your-credit-card-information/#comments Wed, 10 Apr 2013 13:09:13 +0000 susang http://www.smartvault.com/support/?p=5206 If you are a SmartVault Administrator, you can change or update your credit card payment information for your SmartVault account in the SmartVault portal. For example, change or update your credit card information if you want to use a different credit card to pay for the SmartVault service, or update your credit card information if [...]

The post How to Update your Credit Card Information appeared first on SmartVault Support.

]]> If you are a SmartVault Administrator, you can change or update your credit card payment information for your SmartVault account in the SmartVault portal.


For example, change or update your credit card information if you want to use a different credit card to pay for the SmartVault service, or update your credit card information if the credit card you previously used to pay for the SmartVault service has expired or been stolen.

To change the payment method for an account:

1. Sign in to the SmartVault portal.
2. In the Advanced view, in the left tree pane, select the account you want to change the payment method for.
3. In the right task pane, click View Payment Method. Note: You must be a SmartVault Administrator in order to change the payment method used for an account. If you do not see a View Payment Method link in the right task pane when you click on the account, your SmartVault user ID is not a member of the SmartVault Administrators group for the account.
4. Update the credit card information for the account by completing the following steps:
• In the Card type field, select your credit card type from the drop-down list.
• In the Card number field, type in your credit card number.
• In the Expires field, select the expiration month and year from the drop-down list.
• In the Name on card field, type in the name of the person the credit card was issued to.
5. Click Save Changes.

The post How to Update your Credit Card Information appeared first on SmartVault Support.

]]> http://www.smartvault.com/support/how-to-update-your-credit-card-information/feed/ 0 http://www.smartvault.com/support/how-to-close-your-account/ http://www.smartvault.com/support/how-to-close-your-account/#comments Wed, 10 Apr 2013 12:54:00 +0000 susang http://www.smartvault.com/support/?p=5192 If you are a SmartVault Administrator, you can close your SmartVault account in the SmartVault portal. Close your account when you no longer want to use the SmartVault service. To close your Account, follow these steps: From the Home page on the SmartVault Client portal expand My Accounts and click on the account name that [...]

The post How to Close Your Account appeared first on SmartVault Support.

]]> If you are a SmartVault Administrator, you can close your SmartVault account in the SmartVault portal. Close your account when you no longer want to use the SmartVault service.


To close your Account, follow these steps:

1. From the Home page on the SmartVault Client portal expand My Accounts and click on the account name that you want to close
2. Click on Close Account link in the Account Tasks pane.
3. Complete the questionnaire.
4. Select the checkbox after reviewing the note about losing your information.
5. Click on Close Account button.

Note: Due to SmartVault security and privacy policies, only the owner of the SmartVault account or a SmartVault Administrator in the account can close the account. Members of the SmartVault Support team or a SmartVault account manager cannot close your SmartVault account for you.

Important: When you close your SmartVault account, all documents are deleted. If you use QuickBooks, this includes any documents attached to QuickBooks entries, or notes associated with QuickBooks entries using the SmartVault Toolbar, as well as any QuickBooks company file backups stored in SmartVault.

Please create an archive on your local computer or on a network share of any documents you have stored in SmartVault that you want to keep before you close your account. For more information, see Creating a Document Archive

The post How to Close Your Account appeared first on SmartVault Support.

]]> http://www.smartvault.com/support/how-to-close-your-account/feed/ 0 http://www.smartvault.com/support/configuring-your-canon-scanner-to-upload-scanned-documents-to-smartvault/ http://www.smartvault.com/support/configuring-your-canon-scanner-to-upload-scanned-documents-to-smartvault/#comments Tue, 09 Apr 2013 20:44:23 +0000 susang http://www.smartvault.com/support/?p=4671 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 [...]

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

]]> 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:

1. A supported Canon scanner, see above.
2. The SmartVault Desktop software is installed.
3. A Windows 7, Vista, or XP operating system.
4. The scanner is plugged in, with drivers installed, and it can scan documents to a folder on your computer.
5. 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

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

Integrate the Canon CaptureOnTouch software with your SmartVault Inbox:

1. From the Start menu, click All Programs and select the folder that matches your model of Canon scanner, i.e. Canon P-215
2. Run CaptureOnTouch program from that folder.
3. Create a new job in the Job List by clicking the + button in the bottom left hand corner of the screen.
4. Type the name of job, ‘SmartVault Inbox‘ in the available field in the Job List.
5. For the Output Method Selection field, choose ‘Send to Application’.
6. Select the ‘Start Button’ for the Button Assignment field.
7. The next three settings are optional. Leave all as default.
8. Click the Output Setting button.*
9. Click the Application button represented by .
10. In the Select Application window, browse to Computer > ‘C:\ > Program Files (x86) or Program Files > SmartVault’.
11. 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:

1. Ensure the SmartVault Inbox profile is selected in the CaptureOnTouch manager (left click the CaptureOnTouch icon in the systray to verify).
2. Open the SmartVault Launchpad, sign in and click SmartVault Inbox.
3. Click the QuickBooks Inbox Folders tab and use the Browse button to select your QuickBooks company file Inbox.
4. Place a document in the feeder and press the button on the scanner.
5. Once the document is scanned, you can change the name and description or click Attach.
6. 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

1. Ensure the SmartVault Toolbar profile is selected in the CaptureOnTouch manager (left click the CaptureOnTouch icon in the systray to verify).
2. Open the QuickBooks Company file and sign into SmartVault when prompted.
3. Create a new entry in QuickBooks or open an existing one.
4. Place a document in the feeder and press the button on the scanner.
5. Once the document is scanned, you can change the name and description or click Attach to accept the auto-naming feature.
6. 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.

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