The Veritext Vault. User Guide. Veritext s Secure Online Depository. THE VAULT USER GUIDE Updated 8/24/16 1

Transcription

1 The Veritext Vault Veritext s Secure Online Depository User Guide THE VAULT USER GUIDE Updated 8/24/16 1

2 Logging In First step is to obtain a username and password from Veritext. Once you have that: 1. Visit 2. Click Vault Login 3. Enter your username and password West Coast Clients: Ensure you have at the end of you user name. East Coast Clients: Ensure you have at the end of you user name. THE VAULT USER GUIDE Updated 8/24/16 2

3 Accessing Files Once logged in, you will see the File Manager to browse your depository cases (if not, click File Manager in the upper right corner). There are two ways we can setup your account. 1. One user name will have access to all the cases of which you are a party or are allowed access. 2. You have a separate user name per case. It is your preference. To browse files, simply click the folders as you would in Windows. The contents of that folder will be displayed on the right side. Use the small triangle to dropdown any subfolders. THE VAULT USER GUIDE Updated 8/24/16 3

4 Previewing Files To preview any PDF, Word, Excel, PowerPoint or Image document (under 10MB), ensure the Preview Pane is open. It is the letter i on the right side of the screen. Once open, simply click any file to view the preview. This is a useful way to quickly review documents without having to download them first. These are actually more than just previews! It is the full document. THE VAULT USER GUIDE Updated 8/24/16 4

5 Online File Viewer The Vault has a built in PDF viewer. Double click and PDF file to launch the viewer. This will open another tab in your browser. 1. Click the Magnifying Glass or CTRL+F to search the document (must be OCR ed). 2. Click the Printer or CTRL+P to print the document. 3. Click the Download button to download the document. 4. Click the Arrows for more options. THE VAULT USER GUIDE Updated 8/24/16 5

6 Downloading Files Download any file by clicking the Download icon, or by selecting the file and clicking Download from the toolbar. To download multiple files, using Shift or CTRL, select the files to download. Then rightclick, and choose Download One by One. If you need to download large quantities of files, please use the V Drive software (see V Drive). THE VAULT USER GUIDE Updated 8/24/16 6

7 Searching If Veritext receives documents that have been OCR ed (Optical Character Recognition), these documents will be searchable. The names of the files as well as the contents of the files can be searched. If you documents have not been OCR ed, please contact Veritext to make them searchable (a fee will apply). To search your files, click the Search tab., and then use the Search Builder to create your search. 1. Enter the text to search 2. Choose what aspects to search 3. Check any search options 4. Use the Boolean operator to combine search with Metadata criteria. 5. Include the Modification Date to include date range in your search 6. Once complete, click the Search button to run your query THE VAULT USER GUIDE Updated 8/24/16 7

8 Your search results will display below the Search Builder. There are several functions that can be done with your results. 1. Click the i on the left to open the Preview Pane. 2. Double click any PDF file to view in the Online Viewer. 3. Select and then right-click and file(s) to download. Back in the Files tab, you can search the folders for specific files by name. Use the Search box in the upper right. Enter the name to search, and click Enter. To include the search within subfolders, ensure that box is checked before running the search. THE VAULT USER GUIDE Updated 8/24/16 8

9 Veritext Cloud Drive (The V Drive) This application has been designed to load the depository on your computer like an external drive, giving you direct access to the files. This makes downloading large numbers of files, a simple drag-and-drop! 1. Download the software by clicking here. 2. Install the software 3. Run the application (will be accessible in your Start menu) 4. The application will prompt you to login with your Veritext Depository credentials. Set the drive letter. We suggest V for Veritext. mike@veritext or mike@vtextmidatl Enter your Veritext Depository credentials here. (Don t forget after your username.) Set how often the drive will check for new files. We recommend minutes. THE VAULT USER GUIDE Updated 8/24/16 9

10 Select the V drive to see the contents of your Veritext Depository. Explore this folder just as you would any Windows folder. When the drive is connected, you will be able to navigate to it, just as you would any other drive attached to your computer. For instance: 1. Click Start 2. Computer 3. Locate the V drive on the left side of the window. 4. Select it 5. You will now see the contents of your Veritext Depository. 6. Select the V drive to see the contents of your Veritext Depository. You cannot add files to this drive, but you are able to drag and drop them to your local computer. For instance, you can copy an entire folder (and it s sub folders) simply by dragging it to your computer. This is the easiest method for downloading large quantities of files. THE VAULT USER GUIDE Updated 8/24/16 10

11 Closing Thank you for choosing Veritext for your online depository needs. If you ever have any questions along the way, please reach out to one of our support specialists. They can be reached via (click here) or by calling your local office. For local office numbers, please visit here. Thank you! THE VAULT USER GUIDE Updated 8/24/16 11