Error: You need permissions to perform this action displays when trying to copy a file to the SmartVault Drive

Symptom

Error: You need permissions to perform this action displays when your try to copy a file into a folder using the SmartVault Drive.

Cause

This issue typically occurs when you use the SmartVault Drive and try to copy a file into a folder in the VaultName/Applications/QuickBooks/CompanyFileName/Documents folder structure.

Resolution

SmartVault does not allow you to store any documents other than documents you attach to QuickBooks entries using the SmartVault Toolbar in folders in the VaultName/Applications/QuickBooks/CompanyFileName/Documents folder structure.

SmartVault automatically creates the VaultName/Applications/QuickBooks/CompanyFileName/Documents folder structure when you add a QuickBooks company file to SmartVault. SmartVault then stores any documents you attach to QuickBooks entries in this folder structure.

If you want to copy a file into a folder in the SmartVault portal using the SmartVault Drive, copy the file into any folder other than a folder in the VaultName/Applications/QuickBooks/CompanyFileName/Documents folder structure.

Knowledge Base ID

KB260