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  1. Virtual Vaults Help Center
  2. Folders & Documents

Folders & Documents

Actions

  • Search feature
  • Upload (additional) documents in the Vault
  • Delete documents and folders
  • Restore deleted items from the recycle bin
  • Reindex the contents of a folder
  • Move a document or folder
See all 10 articles

FAQ

  • Possible issues when uploading documents
  • Supported document types
  • Description in details pane
  • Can I replace or edit documents in my Vault?
  • What is a placeholder?
  • Recycle bin
See all 8 articles

Other Documents

  • Best Practice Other Documents: Q&A folder
  • Best Practice Other Documents: Transactional Documents
  • How not to use Other Documents

Tips before uploading

  • Folder structure based on index, questionnaire, or information request list
  • Upload a complete folder structure with documents
  • Avoid double numbering
  • Tips for Mac users
  • Document viewer: Email messages
  • Document viewer: Blacklining

Mass Download

  • How can I mass download all (new) documents?
  • Why do I get the pop-up: The "Mass download" option has been disabled by your Vault Admin?
  • Mass Download for Safari
  • Why are the folder names and/or document names shortened?
  • Why are not all documents I see in the Vault in my Mass Download?
  • Why do I only see one document in my Mass Download?

Notifications

  • Send instant notification
  • Notifications of new documents
  • When do I receive a notification email?

Have more Questions?

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