Overview
Manage categories, document types, metadata definitions, classifications, retention, link/download policy, folders, and routing.
Prerequisites
Permissions required
Steps (4)
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1
Define taxonomy
Configure document categories, document types, and metadata definitions that describe governed files.
Tips
Validation
Success criteria
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2
Assign classification and lifecycle policy
Choose applicable classification and retention rules for the document workflow.
Tips
Validation
Success criteria
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3
Configure sharing and download policy
Apply link and download policy that controls how the document may leave File-Vault.
Tips
Validation
Success criteria
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4
Configure folders and routing
Use folder templates and routing rules to determine governed destinations for matching document/source context.
Tips
Validation
Success criteria
About this guide
File-Vault provides a governed workspace for files and documents. Teams use a familiar File Explorer to browse folders, search, upload, preview, download, copy, move, rename, trash, restore, share, inspect versions, and manage metadata without exposing physical storage paths.
Governance controls include document categories and types, classification, retention, download and link policies, resource ACLs, folder templates, routing rules, legal holds, audit records, security-review records, webhook subscriptions, and usage reporting. Access is evaluated through workspace permissions and File-Vault resource policy before protected operations are performed.
Other applications can use File-Vault as their secure file layer through explicit capabilities for upload planning, secure upload, binding, unbinding, search, signed delivery, folders, versions, shares, audit, reports, webhooks, and ContextResolver. Handler, RCP, and Bridge v2 converge on the same operation and resource authorization model.