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Document Management & Smart Vault

Last post 06-08-2012 10:24 AM by Anonymous. 2 replies.
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  • 06-07-2012 9:19 AM

    Document Management & Smart Vault

    If we use Method's document managment but down the road decide it's taking up too much space and want to start using Smart Vault, would it be recommended that we migrate everything to Smart Vault or could we keep documents in 2 places?

  • 06-08-2012 9:07 AM In reply to

    Re: Document Management & Smart Vault

    @JKM

    If space is a factor to move to the Smart Vault storage, then having documents in two places might not be the best choice. Using Smart Vault has the benefit that you can share / access the stored documents with other applications other than Method. 

     

    Ted Le
    Customization Solution Specialist
    Method Integration
    Local: 416.847.0400
    Toll Free: 1.888.925.6238
    Fax: 416.640.6027
    E-mail: t.le@methodintegration.com
    Website: http://www.methodintegration.com
  • 06-08-2012 10:24 AM In reply to

    Re: Document Management & Smart Vault

    @JKM@SA - To add to what Ted already mentioned, I think you need to take into consideration how many documents you are expecting to upload in the log run.  If your document uploads will be low and you don't care about seeing these documents in QuickBooks (if you're using the desktop version) then sticking with the native document upload in Method is fine. 

    If you're going to start uploading regularly to Method and want these uploaded documents to appear in QuickBooks (via the SmartVault toolbar) for customers, invoices, etc., I'd recommend using SmartVault.  Their storage costs are low and while most Method users never reach their storage limits, if you start uploading a lot of documents, it can add up very quickly.  There is also no migration of document uploads from Method to SmartVault.  This means if you start uploading to Method directly and want to move these to SmartVault, it will be a manual process.  

    Danny

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