Getting Started
Welcome to Vault Rooms. Here are a couple of video tutorials that will help you get started:
Administrative Interface Overview
- User Interface Overview
- Task Management Overview
- (only available with pro packages or as an upgrade)
After you have reviewed the videos, here are a few articles that will help you with some first steps in your new account.
- Setting up your Room
- Adding Room Instructions
- Updating Room Disclaimer
- Creating Folders
- Adding a Folder
- Uploading your whole folder structure
- Uploading Files
- Understanding Security Levels and Security Sections
- Uploading Files
- Creating Users
- Adding A New User
- Viewing Audit Reports
Several additional articles are available within our Knowledge Base.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding a New User
- Adding and Editing Security Sections
- Adding Tasks
- Archiving
- Archiving A Room
- Branding
- Collections
- Creating a Custom Login
- Custom Watermarking
- Deactivated User Search
- Document Tags
- Document Viewer
- Document Viewer Overrides
- Downloading
- Downloading Files
- Editing File Settings
- Editing Multiple Users
- Editing Tasks
- Editing User
- Editing Your Profile
- Emailing Users from the Application
- Embed iFrame
- External File Upload Feature
- File Move / Copy
- Folder and File Naming Restriction's
- Folder Edit
- Folder Structure Upload
- Getting Started
- How to Clear Browser Cache
- Importing New Rooms
- Managing Your Profile
- Password Complexity
- Password Management
- Permission Overrides for Users
- Removing Access vs. Deleting Users
- Removing Encryption from a PDF
- Room Admin with Room Creation
- Room Notification Email Settings
- Run As: User
- Schedule Room Updates
- Security Levels and Security Sections
- Security Sections
- Security Sections in Documents
- Storage Indicator
- Subsciption Management
- Subscription Management Screen
- Task / Request List Management
- Task Management Screen
- Task Managmenet Dashboard
- Task Types
- Two-Factor Authentication
- Update Room Contact
- Updating Room Instructions
- Uploading
- Uploading Files
- User Search
- User Search
- Users List