Question:
Vault File Manager is a Windows application that provides the user ability to check out, edit, and check-in Vault documents on their Windows™ computer. Why are users still able to see the Check Out to Vault File Manager option even without Vault File Manager Installed on the local computer?
Answer:
Check Out to File Manager option is not managed by whether the Vault File Manager is Installed on the local computer. To manage the option displayed or not requires a system admin to:
- Navigate to Admin --> Settings --> General Settings
- Select or deselect the Enable check out to File Manager checkbox.
- To allow users to download the installer for the Vault File Manager client directly from their vaults, select the Provision Vault File Manager from Vault checkbox. These flags are typically enabled automatically in new vaults.
- After enabling Vault File Manager, the admin must also grant users the Application: Document: Vault File Manager permission. This permission is included in the Vault Owner and System Administrator standard security profiles. Users without this permission can not see the Document Check Out bulk action or the Check Out to File Manager option in the document Actions menu, nor see the Vault File Manager Download Installer link on the User Profile page.
Related Documentation:
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