• Logging into the Vault
• Creating Folders
• Breadcrumbs
• Sending Files to the Vault
• Downloading Files from the Vault
• Renaming, Moving And Deleting Files
• Previous File Versions
• Pop-Up Header Icons
• Search

Logging into the Vault

In order to log in to the Vault, click the “Login” button on the top of the website. If you don’t see the “login” button, click on the “login” link located on the bottom of the site.

Now click the Secure File Exchange button to load the Vault.

Creating Folders

To make a new folder, click the button at top that says New Folder.

It will pop-up a new window asking you to give the folder a name and a description (optional). When you are finished, click Create Folder to commit.

Breadcrumbs

Right above the list of files, you will see a line that will keep track your progress as you move through the folders in the Vault. It will start off with just the basic home directory, but if you click on a folder

the breadcrumbs line will update to show you’ve entered a new folder location and keep track of all the folders you’ve gone through!

Plus, you can click on any of the folders it mentions to instantly travel back to that folder quickly and easily.

Sending Files To The Vault

To send files to the Vault, first browse to the filing cabinet and folder you wish to send the file to. In this example we’re in “My Documents.”

To send a file here, click the Upload button in the top toolbar.

Click the Browse button and find the file you wish to send.

Select the file you want to send, click “OK” and it should appear in the Upload window.
At this point you are ready to send. If you wish you can add a description to the file. When you are ready to send click “Upload.”

The file now appears in the “My Documents” folder.

Downloading Files from the Vault

There are two ways to download a file from the Vault. The first is simply to double-click on the file. The other is to right-click it. This will pop-up a context menu. From that menu select Download.

Both ways will pop-up a new window asking if you want to Open or Save the file. Choose Save and choose where on your computer you wish to save the file.

Additionally, if you wish you can View a file without downloading it by right-clicking on it and selecting View.Choose “My Documents”

Your files are processed and an email is sent to your email address used for the account.

Renaming, Moving and Deleting Files

To rename a file, simply browse to the file you wish to rename, right-click it and select Rename.

This will pop-up a new window. Give it a new filename and description (optional) and click Save.

To move a file, right-click on it and select Move.

This will pop-up a new window where you can select the folder to move the file to. Click on a folder to select it, or click on a filing cabinet to move it there. Once you have selected the folder you want to move to click the Move button at the bottom.

To Delete a file, right-click on the file, and select Delete.

This will pop-up a new window asking for confirmation. Click Delete again to delete the file.

Previous File Versions

If you have accidentally overwritten a file on the Vault with one from your computer, or simply want to look at a past version of a file, you can access the older version from within the Vault.

To do so, right-click on the file in the Vault, and select Version History.

Then, find the version of the file that you wish based on the date and select Download.

Finally, click Save and choose a location on your computer to save the file to.

Pop-Up Header Icons

Whenever you open up a pop-up window inside the Vault (like, for instance, when you go to upload a file), you will notice several icons in the upper right corner of the header.

Each of these icons serve a unique purpose.

• The Pin Icon will hold the pop-up window in place so it won’t move around.
• The Rotation Icon will refresh the pop-up window.
• The Line Icon will minimize the pop-up window.
• The Box Icon will maximize the pop-up window.
• The X Icon will close the pop-up window.

Search

You can search all your files easily by clicking the “Search” bar in the toolbar.

Simply fill in the field with the term you want to search for and click the button to the right. This will bring up a list of all the files that match the search term. You can verify what you searched for in the breadcrumbs section above the list.

You can see exactly where the file you searched for his located in the Description column; it will give you a breakdown of the file location, mentioning each folder it is in.