With the SmartVault Inbox, you can quickly scan and upload documents (up to 2GB) into the SmartVault Portal where they can be further processed by an accountant or bookkeeper. 

After selecting a location in SmartVault, you can upload documents from a local or network drive, drag and drop documents from your desktop, or drag and drop an Outlook attachment. 

Selecting a Folder in SmartVault to Upload Documents 

1. Install the SmartVault Desktop software.
Note:
For more information, see Installing the SmartVault Desktop Software.
2. Sign into your SmartVault account.
3. On the SmartVault Launchpad, click SmartVault Inbox

4. Select the All Folders tab to upload to folders in SmartVault.

5. Click the black arrows to navigate to the folder where you want to upload your document in SmartVault.

Uploading a Document from a Local or Network Drive

1. From the SmartVault Inbox, click Add.

2. Click Browse.
3. Browse to the location of the document you want to upload, select the document, and then click Open.
4. In the Name field, enter a name for the document.
5. In the Description field, specify a description for the document.
6. Click Accept.

Dragging and Dropping a Document from Your Desktop

1. Select the document on your desktop or in a drive.
2. Drag and drop the document into the SmartVault Inbox in the specified vault or folder. 

Dragging and Dropping a Microsoft Outlook Attachment

1. Select a document attachment in a Microsoft Outlook email.
2. Drag and drop the document into the SmartVault Inbox in the specified vault or folder.

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