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Navigate the Vault

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Item What It Is What It Does
a The PASSPort Sites
Navigation Menu
No alternative text provided by Learning and Development Team. 		Click to switch between the PASSPort Vault and PASSPort Central.
b The + New Button
No alternative text provided by Learning and Development Team. 		Click to Create a New Folder or Upload Document.
c The Left Navigation Menu Quick access to folders and features:
Folders, Recent, Favorites, and Archived.
c (1) The Recent Section
No alternative text provided by Learning and Development Team. 		View documents/ folders that were modified by users from your organization in the Last 7 Days and Last 30 Days.
c (2) The Favorites Section
No alternative text provided by Learning and Development Team. 		View documents/folders you added to your personal favorites.
c (3) The Archived Section
No alternative text provided by Learning and Development Team. 		View documents/folders that were archived by system users from your organization.

Archived documents cannot be opened unless restored back to the Vault.

Documents cannot be archived if they are linked to a task or business process in PASSPort or have been shared with someone in another organization.
d The Pinned Organizations List
No alternative text provided by Learning and Development Team. 		Click + Add to pin up to 10 organizations (vendors or City Agencies) that have shared documents with your organization. Use the pins to quickly view documents shared by the organizations. Pins can be changed at any time.
Note that you can only add organizations that have shared documents with your organization.
e The Search PASSPort Vault Function
No alternative text provided by Learning and Development Team. 		Use the search field to find documents and folders.

Or click the Filters Icon ( No alternative text provided by Learning and Development Team. ) to see more search options:
file type, document type, date, and more.
f The Page View Icon
No alternative text provided by Learning and Development Team. 		Click to switch from Table View to Card View.
Click again to return to Table View.
g The Vertical Ellipsis Icon
No alternative text provided by Learning and Development Team. 		Opens a menu of actions:

  • View Details: Check who has access, folder location, created date, last modified date, activity information for audit purposes, and more.
  • Download: Save the document/folder directly to your computer.
  • Send: Share the document with one or more organizations (vendor or agency) upon request.
  • Preview: Get a quick look of the document.
  • Rename: Change the document/folder name. Note that shared and linked documents cannot be renamed.
  • Move: Change the location of a document/folder within the Vault.
  • Add to Favorites: Save the document/folder to the Favorites folder for easy access. Click again to remove from Favorites.
  • Archive: Move the document/folder to the Archive folder. An archived document cannot be viewed unless it is restored back to the Vault.

The availability of these actions depends on your authorizations in PASSPort.
h The Shared Document Icon
No alternative text provided by Learning and Development Team. 		Indicates that a document has been sent to one or more organizations.
Shared documents cannot be archived.
i The Linked Document Icon
No alternative text provided by Learning and Development Team. 		Indicates that PASSPort linked a document to a task or business process.
Linked documents cannot be archived.