Customer Center
Help Topics
Self-Help Guides
Home > Support > New Users > Reference Guide > Views in the SmartVault Portal

Views in the SmartVault Portal

Overview

The SmartVault Portal offers two views from which to work. The Advanced View and the Files and Folders View. 

Feature

  • SmartVault Administrators and Vault Managers typically use the Advanced view to create and manage their vault and folder structure.

  • The Files and Folders view provides a simple, intuitive, streamlined portal view for guests, clients, and other users who typically need access to only a few folders or documents.

  • Users see only the folders they have rights to see, and can quickly view, upload, download, and send links to documents. 

When to use this feature?

  • The Files and Folders view is the default view for guests, clients, and other non-administrative SmartVault users, any user can change their default view from the Files and Folders view to the Advanced view. 
  • The simplified Files and Folders view makes sharing and accessing documents much easier and more intuitive for guests, clients, and users.​

For more information, see Changing Your Default View” 

You must to post a comment.
Last modified
13:25, 11 Mar 2015

Tags

Classifications

This page has no classifications.