Connect Hubdoc to SmartVault

Overview

• Connect your Hubdoc organisation to SmartVault for backup document storage.
• Change where Hubdoc documents are saved in SmartVault.
• Troubleshoot documents not publishing to SmartVault.

Connect your Hubdoc organisation to SmartVault

1. Log in to Hubdoc and open your organisation.
2. Click the settings icon, then select the Integrations tab.
3. Under Cloud Storage, next to the SmartVault logo, enter your SmartVault login email, then click Connect.
   
4. Click Allow to confirm access.
5. Select the organisation you want to connect to Hubdoc, then click Authorize.
6. Select your SmartVault Folder Structure:
   • All documents in one folder copies files into a single folder. Use this selection if you’re using a SmartVault guest account.
   • Copy your folder structure from Hubdoc creates folders in SmartVault following the same folder structure from Hubdoc.

To disconnect SmartVault from your organisation:

1. Open your Hubdoc organisation.
2. Click the settings icon, then select the Integrations tab.
3. Under Cloud Storage, next to the SmartVault logo, click Disconnect.

Change the SmartVault folder destination

Change the location that Hubdoc syncs to in SmartVault. The folder destination is based on the type of subscription being used.

In SmartVault:

1. Log in to SmartVault (SmartVault website).
2. Find and open the folder you want to set as the destination for your Hubdoc documents.
3. From the web address bar, copy the folder path for the destination folder. For example, 'Foxglove studios/2019/Receipts'.

In Hubdoc:

1. Open your Hubdoc organisation.
2. Click the settings icon, then select the Integrations tab.
3. Under your SmartVault account, click Change.
4. In the Destination Folder field, paste the folder ID copied from SmartVault. Include any spaces and special characters.
5. Click Update to save your changes.

Troubleshoot documents not sending to SmartVault

If a document isn’t successfully publishing to SmartVault you might want to check the following scenarios:

You’re not connected to a SmartVault guest account

SmartVault guest accounts don’t have permission to create folders. If you’re connected to a SmartVault guest account, you must use the folder structure All documents in one folder.

The folder destination is copied correctly

Make sure the folder name is copied exactly as it’s displayed in SmartVault including spaces and special characters, for example ‘Nick’s Vault/Support Folder’.

The document hasn’t been published before

If a document has already been published, it doesn't automatically publish again, even if the file has been deleted in SmartVault. Click the link below to contact our support team if you need to manually republish a document to SmartVault.

What's next?

Learn more about the different ways you can send documents to SmartVault.