Moving a Folder in the SmartVault Portal

You can quickly move folders to a new location in SmartVault. Whether it's another vault or a different folder, relocating folders is an effective way to keep your files organized and accessible.

  Important

Before proceeding, please ensure you meet the following requirements:

  • User License & Access: You need a user license with Read, Write, Create, and Delete permissions for both the source and target folders.
  • Vault Manager Role: To move folders across vaults, you must be designated as a vault manager for both the source and target vaults.
  • Permission Considerations: Be aware that moving folders across vaults will reset permissions for all users, clients, and guests, excluding administrators. It's important to plan to reset these permissions post-move.

To move a folder,

  1. Sign in to the SmartVault Portal.
  2. Select View Files and Folders from the navigation sidebar.

    F_F_-_Left_sidebar.png

  3. Go to the folder you want to move.
  4. Click Actions Actions_icon.png next to the folder and select Move.

    F_F_-_Move_folder.png

  5. In the Manage Files window, navigate to and select the new destination for your folder, then click Save changes.

    F_F_-_Move_folder_and_save.png

After Moving Your Folder

After your folder has been successfully moved, consider revisiting the permissions for any users, clients, and guests impacted by this change.

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