Method Community

Method:CRM

 

Method Community » Method:Classic » Method:Classic General Q&A » documents and smart vault

documents and smart vault

Last post 03-04-2014 9:21 AM by Method_Greg. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next

  • 03-03-2014 1:04 PM

    documents and smart vault

    Reply Contact

    I've been using the Smartvault storage feature for my associated Method docs.  I'm thinking about cancelling my service with Smartvault and uploading my docs directly to Method.  If I make this switch, will the docs I've already upload be moved over to Method?  I want to be sure I don't lose anything when I cancel Smartvault. Thanks

  • 03-04-2014 9:21 AM In reply to

    Re: documents and smart vault

    Reply Contact

    Hello,

    You would have to relink the documents.  Method saves the link to the file in Smart Vaultt.  You would have to copy out your files in Smart Vault and re-connect the documents and upload them directly to Method.

    I hope this helps!

    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
Page 1 of 1 (2 items)