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Create Collection
From the Shared Vaults Screen, click on the New button. This opens a context menu. Click on the Collection link. A New Collection Screen appears. Enter a Collection Name in the Name Field. If you wish to nest this Collection under an existing Collection...
Rename Shared Vault
From the Shared Vault screen in the Settings Tab, rename the Shared Vault in the Shared Vault Name field. Click Save to save changes. The Shared Vault is renamed.
Purge Shared Vault
From the Shared Vault Screen, click on the Settings Tab. Click the Purge Vault button to purge all data from the Vault. A Confirmation Screen appears. Enter your Master Password and click the Purge Vault button to purge the Vault. Alternatively, click Cl...
Delete Shared Vault
From the Shared Vault Screen, click on the Settings Tab. Click the Delete Shared Vault button to delete the Shared Vault. A Confirmation Screen appears. Enter your Master password and click the Delete shared vault button to delete the Vault and all of it'...
Add, Edit or Delete Items
Create a Shared Vault Item Follow the normal procedure for creating an Item, with one additional step. Items created in a Shared Vault have one extra field - the Collections Field, which is mandatory. A Shared Vault Item must be added to at least one Collect...
Delete Collection
A Collection can be deleted from the Collection List Screen or from the Collection Screen. Items within the Collection will not be deleted. If an item is no longer assigned to any Collections, it is marked as an Unassigned Item. From the Collection List Scree...
Nested Collections
Collections can be nested inside one another. This can be done when you Create a Collection or when you Edit a Collection. For example, there are currently two Collections, Default Collection and New Collection which are at the same level. From the Edit Co...
Assign or Remove Items
An Item in a Shared Vault can be assigned to one or more Collections from the Collections Screen. This can be done when you Create a Collection or when you Edit a Collection. Click the Shared Vault Screen and select a Shared Vault. The Item List for the Sha...
Unassigned Items
The Collection field is mandatory to create an Item in a Shared Vault. However, an Item can be removed from a Collection after it is created. If an item is no longer assigned to any Collections, it is marked as an Unassigned Item. This will happen if all coll...
Collections Overview
A Collection is a way of managing access to items in a Shared Vault. Collections are only available in Shared Vaults. Create a Collection within your Shared Vault to share items with members of the vault. You can Edit Collection Information after creation. A...
Manage Member Access to Collection
From the Shared Vault Screen, the Collections List is displayed by default. Click the More button beside a Collection. A context menu is displayed. Click the Access link. Alternatively, the Edit Collection Screen can also be accessed from the Collection...
Add, Edit or Delete Items
The Procedure as the same as that for creating items in Shared Vaults. This is because all Shared Vault items are created in a Collection.
Add Attachments
From the Item List, click on the More button beside an Item. A context menu appears. Click the Attachments link. See Password Protected Items procedure for Items that require a Master Password to access them. The Attachments Screen displays. Choose a fi...
Delete Attachments
From the Item List, click on the More button beside an Item. A context menu appears. Click the Attachments link. See Password Protected Items procedure for Items that require a Master Password to access them. The Attachments Screen displays. Click the ...
Download Attachments
From the Item List, click on the More button beside an Item. A context menu appears. Click the Attachments link. See Password Protected Items procedure for Items that require a Master Password to access them. The Attachments Screen displays. Click on an...
Attachments Overview
WALLIX Enterprise Vault provides the facility to Attach Files to your Items. These attachments can also be Deleted or Downloaded onto your computer. Attachments on Password Protected Items are subject to a Master Password Re-prompt to open the Item.
Password Protected Items
An Item can be password protected to add an extra layer of security. The Master Password must be entered to open the Item or the Item's attachments. Add Password Protection to an Item When creating or editing an Item, check the Master password re-prompt chec...
Import / Export Data Overview
Data can be imported into or exported from either an Individual Vault or a Shared Vault. In this way, data can be exported from one vault and the data reimported into another Vault. Import Data: Data can be imported into a Vault using a variety of file for...
Import Data
This procedure applies to Individual Vaults and Shared Vaults. From the Tools Menu, click Import data link. The Import data screen is displayed. From the Import Destination dropdown, choose a Vault into which to import the data. This field is mandatory. F...
Export Unencrypted Vault
Export from Individual Vault From the Tools Menu, click Export vault link. The Export vault screen is displayed. From the file format dropdown, choose the export file format. Click Confirm format. A Confirm vault export screen is displayed. Enter your M...