Method:Classic General Q&A

Re: Document Management & Smart Vault

Anonymous — Fri, 08 Jun 2012 15:24:03 GMT

@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

Re: Document Management & Smart Vault

Method_Ted — Fri, 08 Jun 2012 14:07:28 GMT

@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.

Document Management & Smart Vault

JKM@SA — Thu, 07 Jun 2012 14:19:24 GMT

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?