Liscio’s SmartVault integration lets you attach SmartVault files directly to your Messages, Tasks, Requests, and eDocs, export files from the Liscio Vault directly into SmartVault, and link Client Accounts between SmartVault and Liscio for faster document exchange.
Connect SmartVault to Liscio
In Liscio, select your name (Profile Settings) from the vertical (left-hand) menu.
On your profile settings page, select Third-party Apps.
Under the Document Management Systems header, select Connect under the SmartVault section to authenticate your SmartVault account.
Log in to your SmartVault account.
Copy the User PIN generated.
Enter your email address and paste the User Pin into the Liscio SmartVault pop up.
Select Proceed.
Note: If you have previously connected and want to take advantage of the Account Linking feature, you should disconnect and reconnect using the steps above.
Link Accounts
Prerequisites: Ensure your SmartVault account is connected to Liscio. If not, reference Connect SmartVault to Liscio.
Select your profile with your account name on the lower-left corner of the vertical menu.
On your profile settings page, select Third-party Apps.
Select the vertical ellipsis (⋮) in the SmartVault integration box, and select Manage Account Links.
Select the Sync Accounts button to begin the syncing process.
A message will appear stating, "Syncing Accounts from SmartVault." This process may take up to 10 seconds for the majority of your accounts to sync. If necessary, refresh the page to update any new changes.
Once synced, a table will display:
The first column will list your SmartVault accounts.
The second column will show your Liscio accounts.
Accounts with identical names will automatically be linked between Liscio and SmartVault.
If some accounts do not auto-link, you can manually link them. Select the edit icon next to an account to manually select the appropriate Liscio account, even if the names differ.
Select Save to confirm the link.
To use the Linked Account feature, navigate to the specific Linked Account and either export files to SmartVault or Import files from SmartVault. When you open the SmartVault integration from inside the Account that's linked, it will bring up the linked SmartVault folder instantly, rather than start you at the bottom of the SmartVault folder tree.
Send SmartVault Files
Navigate and select +Add New in the navigation bar.
From the side menu, choose the type of item you want to create.
Select Browse under Attachments.
Under File, select Document Management System (DMS).
Select SmartVault from the drop down menu.
Under Files, select the files you want to upload and send.
Select Upload to successfully attach the file.
Export File(s) into Smartvault
Navigate and select the Files page in the vertical (left-hand) menu.
Use the checkboxes to select the files you wish to export to SmartVault.
Go to the bottom of the screen and select the file icon located in the Icon Tray.
Select SmartVault as the Destination.
Navigate through your SmartVault Directory until you locate the folder you want to export the files to.
Select Export Files.