General Vault Client Guide
Client Guide
Joe Manus
41 steps
36 minutes
Viewing Shared Files/Folders via Link
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Here is an example of an email if a folder in the vault has been shared with you. If it is password protected, the credentials would also be shared.
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To view the folder, click into it.
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Click here
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This is what the shared folder would look like.
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You have the ability to view the files.
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To download all files, select **Download** at the top right.
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You can also download individual files if needed.
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You can also select certain files to download.
Accessing the Vault Depository
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This is the Vault main page.
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If you have a MyVeritext account, you have the freedom to navigate to our other platforms: - Exhibit Share - MyVeritext - My Proceedings - My Content All of these platforms are connected to keep everything you do with Veritext just a few clicks away.
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When you are back at the Vault dashboard, you can navigate to your other folders below, or on the **left of the page.** This is also where you can view anything that has been **shared** with you. You can select the down-tick arrow to view the sub folders.
Creating a New Folder
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If you need a new folder, go to **Create New Folder** at the top right.
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- Name your folder - Once entered, select Create - You'll now see that folder in the dashboard
Uploading
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If you want to add any files to this folder, once inside the folder, select **Upload**. Or you can drag & drop directly into the folder.
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You have the option to upload files or directly upload folders. We're choosing folder for this example.
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- Navigate towards the desired folder - When the folder is chosen, select Upload - Confirm the file amount and select Upload one more time
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Once the folder is uploaded, select that folder on the dashboard.\ Confirm that all files were uploaded.
Share Options
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- You can select specific files to share if needed - Or you can select all from here - You can also select the 3 dots at the far right - To find "Share Folder."
Share Settings
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Enter the email address you wish to share with. If the user does **not** have a MyVeritext account, they will still receive a link, but will not access the files though MyVeritext. If there are multiple emails, separate them by a comma.
In order for their name to appear, hit **Save** and then go back to **Share Folder**.
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This will take you back to the settings and can continue from there.
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Below the email, you'll see if other Veritext accounts have access, if any.
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If you select the 3 dots to the right...
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You can: - Add an expiration - Set permissions - Remove anyone previously connected to this link
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**Add Expiration** allows you to set an expiration date for the shared folder. There is a **90 day expiration** for shared files. If you need shared files to last longer than 90 days, please contact us.
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**Set Permissions** gives you 3 options: - View Only - View & Download - View, Download & Upload
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**Remove** give you the ability to take emails off the shared folder, if needed.
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You can choose the restriction for this shared folder. - Restricted - Anyone with Link
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This is where you can set a **password**. If there had already been previous users, the password will change for everyone.
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You'll get that notification right below the password. We can also **generate a password**.
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Once you have a set password, you can select the 3 dots next to it for more options.
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Here you can: - Edit Expiration - Disable/Allow Downloads - Copy Password
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The orange will tell you which Veritext accounts have access. The blue will tell you what other emails have access that do **not** have a Veritext account.
Copying/Moving Folders
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If you want to bring a folder from the Vault to Exhibit Share for an upcoming deposition, select the folder you'd like to copy.
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Select the down-tick arrow next to the folder name. There you will find, *Copy Folder to Exhibit Share*.
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Select your case in Exhibit Share. Then select the witness you plan to use these exhibits for.
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Keep in mind, *"Vault items can only be sent into private folders."*
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Once complete, select *Send*.
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Let's go back to the down-tick arrow next to the folder.
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*Move Folder* would **permanently** move the folder, not create a copy.
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*"Moved or copied files or folders will not retain existing sharing settings. This also applies to any subfolder or files contained within them."*
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Select the folder (and subfolder) you wish to move to. Once done, select *Move* to confirm.
