If the settings of a new vault can mirror settings from an already established vault, use the Copy Vault to Vault functionality by clicking the Copy icon.
1.From My Paperless, click Global Settings.
2.In the Global Settings navigation bar, click Vaults.
The Vaults page displays:
3.Click the Copy icon, 
, for the vault you want to copy.
The Copy Vault to Vault dialog box similar to the following displays.
Copy Current Vault Specifics to a New Vault
With the New Vault radio button selected, you are going to copy the vault that you are in to a new vault.
1.In the Vault Number field, keep the system-generated number or enter a meaningful company number to assign to the vault.
2.In the Name field, enter the company name.
3.In the Description field, enter a description of the vault or reenter the company name.
4.In the Fiscal Year Start area, pick the month and day of the first day of the associated company's fiscal year. This information will be used for document retention purposes.
5.Check any or all of the following check boxes to copy specific information from the existing vault to the new vault:
Copy Options |
|
|---|---|
Copy Security Groups |
Select to copy the security groups and document types associated with those security groups. |
Copy Group Users |
Select to copy the users assigned to the security groups to the groups in the target vault. |
Copy Group Reports |
Select to copy the report security setup for each group. |
Copy Queue Assignments |
Select to copy any queue assignments to the target vault. |
6.Click 
.
Copy Current Vault Settings to an Existing Vault
With the Existing Vault radio button selected, you can copy the settings of the vault that you are currently in to another existing vault.
1.Click the vault to which you want to copy the current vault's settings using the vault list:
2.Check any or all of the following check boxes to copy specific information from the existing vault to the target vault:
Copy Options |
|
|---|---|
Copy Security Groups |
Select to copy the security groups and document types associated with those security groups. |
Copy Group Users |
Select to copy the users assigned to the security groups to the groups in the target vault. |
Copy Group Reports |
Select to copy the report security setup for each group. |
Copy Queue Assignments |
Select to copy any queue assignments to the target vault. |
3.Click .