New Feature: Index of files in a vault

Recently a number of customers, particularly in the Legal sector, have been asking for assistance with producing an index of all of the files in a vault. Discussing the reasons behind these requests with our customers has shown that while the folder structure is a convenient way to manage the contents it can make it hard to get an overview of the complete vault.

This problem is exacerbated as our users have gained confidence in the usability and security of Safe4. The service is being used for increasingly complex projects and matters involving larger numbers of participants.

Safe4 customers are building increasingly large folder structures and using the advanced security and encryption capabilities in the system to store ever more files – some vaults now have over 100 folders and some contain in excess of 10,000 files.

While the Safe4 servers are more than capable of handling these large vaults – their very size can make it hard for the users to understand the complete vault and to focus their attention where necessary.

To assist with these situations Safe4 are pleased to announce a small new feature that enables Provider users to quickly produce an index of files in a vault.

Accessible from the Action menu on the Clients page, this function produces a simple index of all of the files in a vault in a format that can be saved as HTML or copied into Excel for further processing.

This new feature is available in Safe4 today.

The index function respects the security established in the vault – so a user producing an index can only see those files they are entitled to view.

Later updates to the system will make this functionality available to Client users, and will simplify the process of exporting the index to Excel.