Creating Folders Using SmartVault Drives
Once you create a vault in your SmartVault portal, you can create folders and subfolders in the vault to help you organize the documents stored in the vault.
You can create folders in a vault using either the SmartVault Drive or the SmartVault portal. This topic explains how you can create folders in the SmartVault Drive. For more information about creating folders using the SmartVault portal, see
“Creating Folders in the SmartVault Portal” .
After you create a folder, you can share the folder with other users and upload documents into the folder. For more information, see
“Sharing Folders” and
“Uploading Documents” .
To create a folder using a SmartVault Drive:
1. Map a SmartVault drive.
Note: You only need to map a SmartVault drive once. However, you must map a drive before you can create folders in your SmartVault Drive and upload documents to the SmartVault portal using a SmartVault Drive. For more information about how to map a SmartVault Drive, see
“Understanding and Mapping SmartVault Drives” .
2. Open Windows Explorer or Mac Finder and browse to your SmartVault Drive.
3. Connect to your SmartVault Drive by completing the following steps:
a. On the Start menu, click Start > All Programs > SmartVault > SmartVault Launchpad.
b. If the Sign in to your SmartVault account link displays, you are not signed in to your SmartVault account. Click Sign in to your SmartVault account, type the email address and password for your SmartVault account, and then click Sign In.
Once you sign in, the Sign in to your SmartVault account link no longer displays.
c. If the Sign in to your SmartVault account link does not display, you are already signed in to your SmartVault account.
d. Click SmartVault Drive.
4. Use Windows Explorer or Mac Finder to create new folders and subfolders.
After you create a folder, you can perform the following tasks:
• Create and share subfolders as needed to help you further organize documents stored in the folder.
