Uploading and Sharing Documents

Learn how to upload and share documents in SmartVault

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17 articles in this collection
Written by Anthony Guevara
Uploading Files and Folders

Uploading Files as a Guest

As a Guest user, you can upload files to the SmartVault folder(s) to which you have access.
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Written by Anthony Guevara
Updated over a week ago

Uploading Files for Your Accountant to SmartVault

Your accountant may request that you upload your tax documents to SmartVault. Don't worry, it's easy!
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Written by Anthony Guevara
Updated over a week ago

Uploading Files to the SmartVault Portal

You can upload or drag and drop documents from your computer to the SmartVault Portal.
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Written by Anthony Guevara
Updated over a week ago

Uploading Files to SmartVault Using the Connected Desktop

You can use the Connected Desktop to upload one or more files to SmartVault.
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Written by Anthony Guevara
Updated over a week ago

Uploading Files to SmartVault Using an iPhone or iPad

You can upload documents to SmartVault using a third party file sharing app, such as Dropbox or Google Drive, on an iPhone or iPad.
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Written by Anthony Guevara
Updated over a week ago

Uploading Files to SmartVault Using an Android Device

You can upload documents from your Android device using Google Chrome.
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Written by Anthony Guevara
Updated over a week ago

Installing and Setting Up the SmartVault Bulk File Upload Tool

The SmartVault Bulk File Upload Tool saves you time by letting you upload whole folder structures to SmartVault in bulk.
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Written by Anthony Guevara
Updated over a week ago

Using the Upload to SmartVault Folder to Upload Files

You can use the Upload to SmartVault folder to upload files directly to SmartVault.
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Written by Anthony Guevara
Updated over a week ago

Uploading Documents Using the SmartVault Inbox

You can use the SmartVault Inbox to quickly scan and upload documents into the SmartVault client portal.
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Written by Anthony Guevara
Updated over a week ago

Uploading Files to SmartVault Using the SmartVault PDF Printer

Use the SmartVault PDF Printer to convert files to PDFs and upload them to SmartVault.
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Written by Anthony Guevara
Updated over a week ago

Auto-Filing a Document Using the PDF Print Driver

The SmartVault PDF Print Driver lets you route a document to a specific folder by applying selected criteria in the print driver.
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Written by Anthony Guevara
Updated over a week ago