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You Need Permissions to Perform this Action Displays when Trying to Copy a File to the Drive

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Overview

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

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 theVaultName/Applications/QuickBooks/CompanyFileName/Documents folder structure.

SmartVault automatically creates theVaultName/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 client portal using the SmartVault Drive, copy the file into any folder other than a folder in theVaultName/Applications/QuickBooks/CompanyFileName/Documents folder structure.

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Last modified
14:19, 13 Aug 2014

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