SmartSync Setup
Setup SmartSync to access a parent file on the network, on a SmartSync Server, or on Cloud. For off-site teams, sync to a peer-to-peer parent in the field.
Note: Before going offsite, create a synchronized copy of the Top Level Engagement File.
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New!Peer to Peer Synchronization PDF Guides
For an offline version of Peer to Peer Synchronization help, download the following:
Peer to Peer Synchronization Quick Start Guide Peer to Peer Synchronization Using an External Drive with a Built-In Router
How Do I?
Working Papers Setup
SmartSync Server
Peer-to-Peer (P2P) Synchronization
- P2P - Setting up a Parent in the Field
- P2P - Connecting to a Peer Parent Using an External Drive with a Built-In Router
- P2P - Ending a Peer Connection
Peer-to-Peer (P2P) Troubleshooting
More Info >>
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Top-Level Parent Files and Multiple Users
SmartSync does not allow multiple users to access the top-level parent file when in a SmartSync session. Instead, each user should create their own local sync copy.
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Enable protection in a SmartSync file to better control user access.
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File Types that Should Not be Added to Synchronized Files
Certain file types must not be added to the document manager of a synchronized file.
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This feature enables you to set the synchronization behavior of CaseView and other external documents, such as Microsoft Word, Excel and PDF.
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Citrix/Terminal Server Environments
Using SmartSync over a Citrix/Terminal Server is beneficial for reducing network bandwidth and improving performance.
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P2P - Peer to Peer Synchronization
Where access to the top-level parent file is not available, such as out in the field, user peer to peer synchronization to connect and synchronize an offsite SmartSync peer.
- Before working off-site, ensure the team workstations are ready for peer-to-peer networking.
