Upload (additional) documents
How to upload documents to the Vault?
Uploading documents to your Vault is easy, fast and secure.
1. Go to the Documents section and in the left pane, select the folder where you want to upload the file(s).![]() |
2. Click Upload files. Please take note of the following upload limits:
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3. Drag and drop your files and wait until the checkmark is visible.![]() |
4. Click Next. |
5. Set the permissions. Visit this article to learn all you need to know about setting permissions.![]() |
6. Click Next. |
7. Optionally, send an instant notification to the users with access to the destination folder. This will ignore users' personal notification preferences. When uploading documents, you can send an instant notification to all users with access to the destination folder by sending a one-time message about this upload. Keep in mind that depending on your notification set up, the notification email sent to the users will include the document name. Visit this article to learn more about this setting. |
8. Click Upload to complete the action. |
9. After the upload, the file is queued to be prepared for the viewer. In order to be displayed in the document viewer, every file in the Vault needs to be processed by our document converter. The hourglass indicates that it is being processed.
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