Uploading documents to a FutureVault is quick and easy, whether you're using a computer, mobile device, or email. With multiple upload options available, you can choose the method that works best for you.
Info! Please note that the first level of company folders are predefined to ensure a standardized structure for document management and users cannot upload directly to that level. Ensure you select a subfolder until the 'Continue' button is enabled. Exception: If you have access to a Premium package you may be able to upload at any level.
1. Drag and Drop (Fastest Method)
- Open the vault and navigate to the folder where you want to upload files.
- Select the files on your computer.
- Drag them into the vault window and drop them into the folder.
- The upload will start automatically.
2. Upload Button
- Inside the vault, go to the desired folder.
- Click the Upload button on the top right of the screen.
- Select files from your computer.
- Click Open to start the upload.
3. Email to Vault
- Find the vault’s unique email address on the Unfiled tab, or get it from the vault owner or administrator.
- Forward or CC the vault inbound email address. The system will accept email with or without files attach.
- The files will appear in the Unfiled section of a vault.
- Right-Click on the file to see the body of the email
- Move the files to the correct folder as needed.
4. Mobile App Upload
- Open the FutureVault mobile app.
- Navigate to the folder where you want to upload files.
- Tap the Plus button.
- Select files from your phone, your library, take a new photo or scan
- Confirm the upload.
5. Integrated Sources (If Available)
- If your vault is linked to another system via an Integration (Zapier, APIs)
- Depending on the rule and mapping defined files will be automatically uploaded.