How To Share Attached Documents Of Quicken With Clients?

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Quicken Support Number Australia 1800-952-982
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How To Share Attached Documents Of Quicken With
Clients? Are you looking for the process to
share the attached Quicken documents? This blog
helps you to share it with the clients in an easy
way. Read the blog and learn new process to fix
your issue Quicken Support provides the
informative procedures and always suggest the
easy solutions to its users. To allow the users
to use Smart Vault Toolbar to view, download,
upload, delete, edit document properties, and
attach documents, use the View Access and
Notifications Settings.
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• Instructions
• Log in to the Smart Vault Client Portal.
• Extend the vaults that have Quicken Accounts
  company file user need to share.
• Extend the Applications folder and also Quicken
  Accounts.
• Now the desired file needs to be clicked.
• Tap Edit and then Add User.
• Choose the user license type.

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• If the file needs to be shared with the existing
  user in Smart Vault account, choose from the
  drop-down menu the users email address.
• If the file needs to be shared with the user who
  is presently not available in drop down menu list
  then type the email address and first last
  name. It is advised to Check Send email
  notification to user and also add optional
  personal message to alert the user to new access.

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• Click full Access in order to have full control
  to view, delete, download, upload and attach
  files to entries in the Quicken Account.
• Click upload and download notifications for the
  user and then Add.
• On the final Window, you can make any last
  adjustments to notification settings. Click Save
  Settings when done.

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This is how the invitation to the users to have
access to the Quicken Accounts is sent. Contact
Quicken Support Number 1800-952-982 for any
further details. The above process is sufficient,
still if any problem persists the team is
available for its users to fix the issues
instantly. Original Blog How To Share Attached
Documents Of Quicken With Clients?