Storage

Securely access your documents from anywhere, even encrypted files, across all your storage environments. You can upload new documents to kick off workflows or upload documents as attachments to support existing workflows and forms.

Storage

App Folders and Subfolders

Once you tap on a drive you can see all the parent folders you have permission to view. You can then tap on a parent folder to view any subfolders and documents saved in that folder.

Parent folder list

Subfolder content

You must tap to select one of the folders to add a new document.

To view details about the document select the Expand button Expand file button. The information details shown is the same as the web client and it depends on whether there is a custom folder view assigned.

Storage file details

When you scroll up, the Add button Add button fades out of view so you can use the Expand button Expand button. To view the button again, scroll down.

Scroll to fade the Add button from view

Add Documents

There are two ways to add documents, you can scan a document using your device's camera or you can upload a document you have saved in your device. Select a folder or subfolder location and do the following:

1. Tap on the Add Add buttonbutton

Subfolder content

2. Select the document source

Add document screen

Scan a Document

To scan a document, navigate to the folder or subfolder where you want to store the document and tap the Add button Add button. Here is a brief overview on how to scan documents. For more details about the scanning functionality see Scan.

Page Scan Options

As you capture each page, you have the following options:

  • Filder icon Image filter — tap to apply a filter to the document.
  • Document curvature correction Curvature correction — tap to correct any curvature on the original document image.
  • Crop image icon Crop image — tap to crop the image.
  • Rotate icon Rotate image — tap to rotate the image 90° at a time.

1. Tap Scan Document

Add a document screen

2. Scan document

Scan screen

3. Tap Next to add another page or finish scanning

Document capture screen

4. Tap Done

Done option to complete scan

5. Tap Export

Document upload screen

6. Tap Save to Vasion

Export Document screen

When the upload completes you can select the uploaded document from the file list to view the file in Storage.

Storage location displayed after scan is complete

Upload From Device

You can upload a document if you have it saved in your photos or can access the file location through your device.

You must give the Vasion Mobile app permission to access your photos. iOS requests access to Selected Photos or All Photos the first time you tap Upload File from Device. You can adjust the app permissions in the operating system Settings.

App photo permission screen - iOS

1. Tap Upload File from Device

Add document screen

2. Select from recent or browse for the file

Browse device files

3. Tap to select the file

Tap to select the file to upload