Transferring files between vaults is a powerful way to efficiently organize and manage your documents. Whether you need to consolidate, reorganize, or secure your files, follow these steps to learn how to copy or move files from one vault to another:

Here are some common use cases for transferring files:

Merging Vaults Due to Duplication
Consolidate multiple vaults with overlapping content to eliminate redundancy and streamline access.
Business Partners Splitting
Ensure both partners retain access to shared files by transferring copies to separate vaults.
Reorganizing Projects
Restructure project files by moving them to appropriate vaults for better organization and accessibility.
Archiving Old Data
Transfer older files to a dedicated archive vault, keeping your main vault organized while maintaining access to historical data.
Enhancing Security and Access Control
Move sensitive files to a more secure vault with restricted access to enhance data protection.
Temporary Collaboration
Copy files to a shared vault for temporary projects or collaboration, ensuring team members can access the files without altering the original vault.

Steps to Transfer Files Between Vaults

Step 1: Select Files

Choose one or more files (folders cannot be selected).

Step 2: Start File Transfer

Right-click or use the Actions menu to select 'Transfer Files' → 'Copy to Another Vault' or 'Move to Another Vault." Choose Copy or Move.

Copy: Creates a copy of the files in the target vault while keeping the original in its original location.
- A new history will begin for the copied file starting from the date of the copy. The original file’s history will not be transferred.
- File reminders or alerts will not be copied to the new file.
Move: Relocates the file entirely to the target vault, including its full history. The original file will no longer remain in its original location.
- Reminders will be transferred during the move, and can be deleted after if they don't apply.
- Expiring date will be transferred.

Step 3: Choose Target Vault

Pick the recipient vault. For a 3-tier portal system, Head Office users can choose if the target vault is a Head Office vault or a client vault. Optionally enable email notifications. .

Step 4: Select Destination Folder

Navigate through folders and choose the final destination.
Create new folders if needed.
Confirm the final location (Distribute button turns blue when ready).

Step 5: Click Transfer Files

Click Transfer Files to complete the action.

Tips for Efficient File Transfers:

Use descriptive folder names in the target vault to keep files organized.
Confirm the permissions in the target vault if files need to remain private or secure.
Always double-check the destination before initiating the transfer to avoid errors.
Verify that reminders and expiration date are still valid.

By following these steps and tips, you can make the most of the file transfer feature to optimize your document management.

Efficiently organize files across vaults! Contact your Customer Success Team to learn more about these features and how they can help streamline your workflow.