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When the Sage Intacct Paperless system is initially set up, at least one vault is set up for the company. While important information is set up elsewhere, Document Types and Queues for instance, this is where that information is consolidated for use in a specific vault.

Vault information is accessed through Vault Settings. The Vault Properties page lists the vault(s) currently set up in the Sage Intacct Paperless system, and allows the properties of the vault(s) to be viewed or edited.

 

 

•For details on adding a new vault, click here.

•For details on copying a vault, click here.