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Home > Additional SmartVault Tools > SmartVault Drive > Create a Vault in the SmartVault Drive

Create a Vault in the SmartVault Drive

Overview

This topic explains how you can create vaults using the SmartVault Drive. For more information about what a vault is and how you can use vaults, see Creating a Vault. When you first sign in, SmartVault displays the default My First Vault and My First Folder. You can rename these to fit your needs and workflow. They are just there as an example.

Steps

  1. Map a SmartVault Drive.
  2. In Windows Explorer, Mac Finder or other WebDAV application, locate your SmartVault Drive.
  3. The first item you see is your Account Name. Open the folder.
  4. Use right click functionality as you do on your desktop to create a folder.

Considerations

  • Vaults can only be created under the account root (at the account level).
  • Any folder created inside of a vault is only a folder and has folder properties in SmartVault.
  • You can have as many vaults and folders as you like, however, you will see significant performance degradation after about 150 or so objects at any level. 
  • Vaults should be named in a way they can be easily distinguished from folders because they have the same icon as the folder. Example (Client Vault, Finance Vault, or Finance_V)
  • We don't recommend putting files at the root of the vault. Instead, create a folder to hold the file.
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Last modified
15:11, 10 Sep 2015

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