Using the File Browser

Vault Toolbox includes a File Browser that allows you to browse, search, upload, and download files and folders in your Vault’s file staging. Additionally, the File Browser allows you to download Direct Data extracts directly instead of having to send requests to Direct Data API yourself.

This guide explains how to use the File Browser to browse and search for files, modify folder structures, upload files, and download Direct Data extracts.

Browsing & Searching Files

The File Staging panel displays the files and folders in your Vault's file staging. If the File Staging tab is not visible, you must enable it from the Settings page.

Click the icon to expand a folder. Select a folder () to view its files in the File Browser. If you hover over a file name, you have the option to Delete item (), Copy full path (), or Download file ().

Click Reload current directory () to refresh the File Browser to reflect changes.

When you type a term into the search bar, Vault Toolbox returns matches for both file and folder names in your file staging, and includes partial word matches. For example, search results for "bio" might contain "biological", "antibiotic", and "tibiofibular".

Uploading & Downloading Files

To upload a file, navigate to the folder in which to place the file and click Upload file to current directory (). The maximum file size is 500GB. To create a new folder to upload files to, click Create folder at current location ().

To download a file, hover over the file's row in the File Browser and click Download file (). You can also click Copy full path () to copy the path to the file for use with the File Staging API or other tools.

Downloading Direct Data Extracts

The File Browser is also capable of downloading extracts generated by Direct Data API, handling and merging the potential multiple file parts. Direct Data extracts contain the data for Vault components, such as Vault objects, documents, and picklists.

From the Direct Data tab of the File Browser, you can also use the search bar to return matches for Direct Data extract file names.

To download a Direct Data extract:

From the File Browser page, select the Direct Data tab. If this tab is not visible, you must enable it from the Settings page.
Select the file type: Full, Incremental, or Log.
Hover over the extract file’s row in the File Browser and click Download file ().

See Extract Naming and Attributes to learn more about how to interpret downloaded Direct Data extracts.