Creating Folders in the SmartVault Portal
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 portal or the SmartVault Drive. This topic explains how you can create folders in the SmartVault portal. For more information about creating folders using the SmartVault Drive, see
“Creating Folders Using SmartVault Drives” .
To create a folder in the SmartVault portal:
2. Click the account where you want to create the folder.
3. Click the vault where you want to create the folder.
4. In the right task pane, click Create New Folder.
5. In the Folder Name field, type a name for the folder you want to create.
6. If you want to share the folder with other users after you create the folder, select the Edit access and notification settings when folder is created check box.
7. Click Create Folder.
8. If you selected the Edit access and notification settings when folder is created check box when you created the folder, SmartVault creates the folder and then displays the
Share & Manage Access dialog box. You can then review and edit folder user access and notification settings, as well as share the folder with other users as appropriate. For more information, see
“Sharing Folders” .
9. If you did not select the Edit access and notification settings when folder is created check box when you created the folder, SmartVault creates the folder. You can then view existing access and notification settings for the vault.
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.
