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Creating and Sharing Vaults and Folders > Creating Vaults > Creating Vaults in the SmartVault Portal
    
Creating Vaults in the SmartVault Portal
This topic explains how you can create vaults in the SmartVault portal. For more information about what a vault is and how you can use vaults, see “Creating and Sharing Vaults and Folders” .
You can also create vaults using the SmartVault Drive. For more information, see “Creating Vaults Using the SmartVault Drive” .
Note: When you first sign in to SmartVault, SmartVault displays a default vault called My First Vault, and a default folder called My First Folder. You can rename this default vault and folder or delete the default vault and folder after you have created your own customized vault and folder structure.
To create a vault in the SmartVault portal:
1. Sign in to the SmartVault portal. For more information, see “Signing In to the SmartVault Portal” .
2. In the Advanced view, in the left tree pane, click the account where you want to create the vault. For more information about the Advanced view, see “Advanced View” .
3. In the right task pane, click Create New Vault.
4. In the Vault Name field, type a name for the vault you want to create.
When you create a vault, consider typing the word "Vault" in the name of the vault. For example, type Client ABC - Vault as the name of your vault. If you include the word “Vault” in the name of a vault, when you use the SmartVault Drive to browse the files you have stored in SmartVault, you can clearly see which items are vaults and which items are folders. For more information about the SmartVault Drive, see “Understanding and Mapping SmartVault Drives” .
5. If you want to share the vault with other users after you create the vault, select the Edit access and notification settings when vault is created check box.
6. Click Create My Vault.
7. If you selected the Edit access and notification settings when vault is created check box when you created the vault, SmartVault creates the vault and then displays the Share & Manage Access dialog box. You can then review and edit vault user access and notification settings, as well as share the vault with other users as appropriate. For more information, see “Sharing Vaults” .
8. If you did not select the Edit access and notification settings when vault is created check box when you created the vault, SmartVault creates the vault. You can then view existing access and notification settings for the vault.
After you create a vault, you can perform the following tasks:
• Upload documents into the vault. For more information, see “Uploading Documents” .
• Share the vault with other users. For more information, see “Sharing Vaults” .
• Create and share folders and subfolders in the vault as needed to help you further organize documents stored in the vault. For more information, see “Creating Folders” and “Sharing Folders” .