Vault Name

This field displays a system-generated (sequentially next) vault number. The field default may be overwritten based on company preferences.

Name

This field contains the name that will display for the vault.

Description

This field contains a description of the documents stored in the vault.

Production Folder

This field contains a folder path where the current vault’s indexed documents will be stored.

Manually enter the folder location, or browse for it by clicking .

Note: This path should be a UNC path so all system users can have access to the specified path.

Archive Folder

This field contains a folder path where the indexed documents should be moved when they reach the archive age.

Manually enter the folder location, or browse for it by clicking .

Note:  If not using the archive function, this field is optional.

Active

Once a vault is created in Sage Paperless Construction it cannot be deleted, but it can be made inactive by deselecting the Active check box.

This "hides" the inactive vault(s) from any non-System Administrative users so documents cannot be inadvertently accessed or processed for that vault.

Fiscal Year Start

This field contains the month and day that the company’s fiscal year starts.

This value is used in determining archiving/purging options based upon an accounting year.

Vault Logos

Select a vault logo, if applicable.

If one is selected, it will display on the Sage Paperless Construction desktop as well as on selected Sage Paperless Construction Reports.

Select Logo File

Click to browse and select the vault logo.

Remove Logo

Click to remove a previously saved logo file.

Apply Logo to Other Vaults

Click to copy the current vault's logo file to other vaults set up in the Sage Paperless Construction system.

Copy Settings to Vault

Click to copy the setup information of the current vault to any other vault set up in the Sage Paperless Construction system. (Refer to Copying a Vault.)