An Exchange is an internal share of a document or folder of documents in your digital vault to another digital vault. Usually an internal Exchange is with the organization that is providing your digital vault.

Note: Not all digital vaults have the internal exchange feature turned on.

To create an internal exchange
  • Locate the file or folder you want to exchange with the provider's digital vault
  • Click on the caret action icon menu to the right of the item
  • Click "Exchange"
  • A Create Exchange for file/folder dialogue box will appear to create the exchange
    • Enter a brief description in the description text box
  • Select your exchange direction, if applicable
  • Select Yes or No to include subfolders, if applicable
  • Select the outgoing exchange recipients:
    • Select the organization in the Organizations tab by clicking the checkbox to the left of the name
    • Select a group(s) in the Groups tab by clicking the checkboxes next to the desired recipient groups (This tab is based on your service provider and user settings)
  • After all the recipients have been selected click "Create"

To view the items that you have exchanged to the service provider
  • Click "Manage Shared Items" from the left navigation menu
  • Click My Exchanges


Based on their file restriction settings, the service provider may prevent some outgoing exchanges from being received on their end