New Document Vault

You can create a new document vault by highlighting Document Vaults in the left-side tree structure of the M-Files Admin and selecting the New Document Vault function from the Action menu.

Video: New Document Vault

Document Vault Properties.

When creating a new document vault, you need to assign a name for the vault. You also need to determine the language to be used in full-text searches. The selection affects, for example, the way inflected forms of words are dealt with in searches. If the document vault contains material in several languages, it is recommended to select the search language that is used most.

New document vaults appear in the M-Files Admin tree structure under the Document Vaults folder. For more information, refer to Document Vault Overview.

You can also change the icon for an individual vault by selecting Import... and choosing an icon from the list.

Creating a Document Vault

Before you begin

Install M-Files Server and M-Files Admin and open a connection to M-Files Server.

Steps

  1. Open M-Files Admin.
  2. In the left-side tree view, expand the desired connection to M-Files Server.
  3. Highlight Document Vaults in the left-side tree view.
  4. Click New Document Vault... on the task pane.
    The New Document Vault dialog is opened.
  5. Enter a name for the document vault.
  6. Select a primary and a secondary language from the dropdown menus to set the languages for full-text search features.
  7. Optional: Click Import... to change the vault icon.
  8. Optional: Change the advanced settings on the Advanced tab.
  9. Click OK once you're done.

Results

You should now have created the document vault and it should appear on the left-side tree view of M-Files Admin under Document Vaults.