Parent Folders

Parent Folders are top-level folders you create in your storage locations, whether it is in Vasion Drive, or any cloud storage provider you have configured.

If you wish to further organize your data with subfolders, the subfolders can only be created in the Storage app. For more details, see New Folder.

Create Parent Folders

Here is the basic required information you need to create a new parent folder.

To create a new parent folder you must configure:

General Settings
1. Parent folder name
2. Parent folder location

Optional settings:

Configure Folder
Folder Permissions

New Parent Folder

Details about optional configurations follow.

On the Parent Folders page, click the New Parent Folder button.

General Settings

Parent Folder Name — enter the name for the new folder
Drive Location — use the drop-down to select the drive where you want to save the new folder. The list includes any cloud storage set up in Vasion.

Configure Folder

Check the box next to the setting(s) you want to apply to the folder:
1. Auto Versioning — automatically creates a new version of files stored in the folder automatically when a user edits the document.
2. Contains PII Data — flags files within the folder as PII (Personal Identifiable Information).
3. Encrypt Folder — adds additional security to the folder by requiring a password to access files. When this box is checked enter a password for the folder.
4. Read Only — limits access to only view files stored in the folder restricting any changes. When this box is checked you can grant additional rights to users, if needed, by checking the appropriate boxes for the user in the list.
5. Enable Full Text Search — allows folder contents to be indexed so its contents can be included in configured Full Text Searches.
6. Override Global Indexing Frequency — use this option override the frequency for the Full Text Update automation on this folder and configure the update frequency manually.
7. Use the Perform drop-down to select the frequency you want the automation to run. The next fields that display depend on what you select here.
  1. Once — use this option to only run the automation once. The next field display updates to Start Date, and you can type the date in the format shown or click on the Calendar icon to pick the date.
  2. Daily — use this option to run the automation every day. The only remaining option is the Start Time.
  3. Weekly — use this option to run the automation once a week. The next field updates to Weekdays and you can use the drop-down to select one or more days of the week by checking the appropriate box.
  4. Monthly — use this option to run the automation once a month. The next field updates to Months and you can use the drop-down to select one or more months by checking the appropriate box.
  5. Frequency — use this option to run the automation at a specified time interval in minutes. In the next field, type in the number of minutes for the time interval.
8. In the Start Time, enter the time of day to run the automation in the format shown or click on the Clock icon to pick the time.
9. If the Monthly option is selected, a Day of Month field is shown. Type in the day of the selected month(s) when you would like to run the automation.

Folder Permissions

You can change who can see or edit the automation by assigning user or group permissions. If you leave all users and groups in the left column, then the automations can be seen by all users and groups by default.

Click on the Permissions tab at the top of the screen.
Select the users and / or groups you would like to have permission to access the folder and click the right arrow button .
You can also add or remove all users or groups by clicking on the Add All or Remove All buttons above each column.

Folder permission settings

When the configuration is complete, click Save at the top of the page.