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View Sent Files in the Vault

View and access files your organization sent to other organizations in the PASSPort Vault.

  1. Click the filters icon to the right of the Search PASSPort Vault field.
    The Search Options menu appears.
  2. Click the Show Advanced Filters button to expand the Search Options menu.

At the top right of the PASSPort Vault screen is the Search PASSPort Vault field. The Search Options drop-down menu is visible.

  1. Click the Status toggle button to filter for Sent documents.
    The button turns blue and the Sent to field appears below the toggle.
  2. Click the Sent to field and type the organization’s name to select it from the drop-down menu.
    Multiple organizations can be added.

The Status toggle button and Sent to text field displays below the Date field.

  1. Click the Search button at the bottom of the Search Options menu.

The Search button is highlighted at the bottom of the Search Options menu.

Files your organization sent to the selected organizations appear in the search results table.

One document is visible on the Search Results screen. At the top of the screen are additional filters such as File, Location, Document Type, Date, and Advanced Filters.

For file management best practices, view Best Practices.