Vasion Desktop Folder

The Vasion folder desktop shortcut is used to quickly send documents to a Vasion Storage folder or workflow using drag-and-drop functionality.

Please note that there is no functionality when you double-click the folder.

How to use the Vasion Folder

Drag a file to the Vasion folder on the desktop.
If applicable, sign in to Send to Vasion.
From the Send to Vasion window select Send to Storage or Send to Workflow.

When you select Send to Workflow complete the following:

Document Name — enter the name for the file.
Add to Workflow — use the drop-down to select the workflow to which you want to attach the document..
Object — use the drop-down to select the object to associate with this workflow.
Fields and Values — these fields vary depending on the form you selected. Fields listed with an asterisk are required fields.
Select Start Workflow.

When you select Send to Storage complete the following:

Document Name — enter the name for the file.
Add to Folder — click the Browse button to select the file location.
Object — use the drop-down to select an object to associate to the file. Depending on how your system is set up a folder may already have a default object that is automatically selected, or you may skip this step.
Fields and Values — these fields vary depending on the object you selected. Fields listed with an asterisk are required fields.
Select Save.