Create a new Vault for your Workspace export
Things to know when creating a new Vault
If you need to export your Data collection to a Vault, but you don't have an existing one for your project, you can follow the steps below to create a new one.
You can only create one Vault using this option, so make sure everything is set up correctly.
| 1. Go to your Data collection and click on Export. |
| 2. Click on Create a new Vault. |
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3. You can decide who pays for the new Vault. Your Organization or your client. |
Follow these steps to create a new Data Room from your Organization:
1. Select a term and a plan:
Select your preferred term length and plan to make sure it fits your needs. 2. Fill out the Vault details:
What should the name of the Vault be? And who will manage the Vault?
3. Accept the billing info as stated in the demo overview below:
Is everything you see here correct? If so, agree to the billing information and continue
After ticking the box on the bottom you are able to create the Vault.
"The billing information above is correct. I understand that this will be used as my invoice address and cannot be changed afterwards"
If a third party pays for the Vault:
Check the overview of the process which includes a sample of the order form:
After filling in all the fields, you can click on Send and the order form will be sent to the client.
When the third party has reviewed and signed the order form, you will receive an email about this. Any Admin in the Workspace can create the Vault from that moment on.
Log in to My Virtual Vaults and click on Create Data Room.
1. Select a term and a plan:
Select your preferred term length and plan to make sure it fits your needs. 2. Fill out the Vault details:
What should the name of the Vault be? And who will manage the Vault?
3. Accept the billing info as stated in the demo overview below:
Is everything you see here correct? If so, agree to the billing information and continue
After ticking the box on the bottom you are able to create the Vault.
"The billing information above is correct. I understand that this will be used as my invoice address and cannot be changed afterwards"
Please visit the section Data Room to find all related articles about setting up the Vault.