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Why documents uploaded by clients are not copied automatically to SmartVault
Why documents uploaded by clients are not copied automatically to SmartVault
Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a year ago

If the documents uploaded by your clients to client tasks are not automatically being routed/copied to the Financial Cents folder in SmartVault you should be able to resolve the problem by following the steps below.

  1. Click Settings

  2. Click Integrations

  3. Check Copy client uploads to SmartVault

After this is updated all documents uploaded from this point forward should be automatically copied to the Financial Cents folder in SmartVault.

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