Folders are the primary method of organizing and administering the electronic files uploaded to VisualVault. In this course, you will approach folders from the perspective of an administrator and learn how to create, configure, and control the security of folders in VisualVault.

By the end of this course, you will be able to:

• Navigate to the audit trail and find specific events


• Identify who can create folders


• Create a folder and subfolder structure with a Document Naming Convention


• Distinguish different Document ID naming options


• Customize Document Views


• Differentiate which permission levels allow users to accomplish certain tasks in the Document Library


• Configure security on a folder

1. Introduction


2. Document Library Folders


3. Creating Folders


4. Document Naming Convention


5. Record Retention Rules


6. Document Views


7. Folder Security


8. Review