SmartVault Integration

SmartVault Integration

SmartVault Integration

The SmartVault integration allows Firm users to both import and export files directly from SmartVault (an internal Document Management System, or DMS) to Liscio. 

With the SmartVault Integration you can: 

  1. Attach SmartVault files directly to Messages, Tasks, Requests, and eDocs in Liscio
  2. Export Files from the Liscio Vault directly into SmartVault

Connecting SmartVault to Liscio: 

      1. Locate your profile on the lower-left corner of your navigation page.
      2. Click Third-party Apps in the upper tabs.
      3. Click Connect in the SmartVault box to authenticate your SmartVault account. Sign in with your SmartVault credentials:



      4. Once you have entered your SmartVault login, a PIN will be generated.  Copy and paste the PIN into the underlying pop-up, along with your email address. 

       
     

      5. Click Proceed. 

   




Attaching SmartVault Files: 

  1. Click +Add New and choose Message, Task, or eDoc.
  2. When creating a new Message, Task or eDoc, navigate to Attachments below the description box, where you will see Drop Files to Attach, LiscioVault or Browse.
  3. Click Browse.
  4. In the Upload File pop-up, click OneDrive and then SmartVault to attach your SmartVault files. 



Exporting Individual Files directly into SmartVault:

  1. In Liscio, locate the File you wish to export to SmartVault.
  2. Click to open the File.
  3. Click the icon.
  4. Select SmartVault as the Destination.
  5. Navigate through your SmartVault Directory until you locate the folder you wish the file to be exported to.
  6. Click Export Files.


Exporting Multiple Files directly into SmartVault:

  1. In Liscio, navigate to the Files page.
  2. Use the checkboxes to select the Files you wish to Export to SmartVault.
  3. Scroll to the bottom of the screen and select the icon located in the Icon Tray.
  4. Select SmartVault as the Destination.
  5. Navigate through your SmartVault Directory until you locate the folder you wish the files to be exported to.
  6. Click Export Files.


If you need assistance with SmartVault, please visit the SmartVault Help Center for their Knowledge Base and Customer Support.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
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