Navigate the Vault | MOCS

Mayor's Office of Contract Services


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Procurement 101
Requirements Contract

Resources Library

FAQ

Trainings

Procurement 101

Requirements Contract


Navigate the Vault

Item
What It Is
What It Does

a
The PASSPort Sites

Navigation Menu

Click to switch between the PASSPort Vault and PASSPort Central.

b
The + New Button

Click to Create a New Folder or Upload Document.

c
The Left Navigation Menu
Quick access to folders and features:

Folders, Recent, Favorites, and Archived.

c (1)
The Recent Section

View documents/ folders that were modified by users from your organization in the Last 7 Days and Last 30 Days.

c (2)
The Favorites Section

View documents/folders you added to your personal favorites.

c (3)
The Archived Section

View documents/folders that were archived by system users from your organization.

Archived documents cannot be opened unless restored back to the Vault.

Documents cannot be archived if they are linked to a task or business process in PASSPort or have been shared with someone in another organization.

d
The Pinned Organizations List

Click + Add to pin up to 10 organizations (vendors or City Agencies) that have shared documents with your organization. Use the pins to quickly view documents shared by the organizations. Pins can be changed at any time.

Note that you can only add organizations that have shared documents with your organization.

e
The Search PASSPort Vault Function

Use the search field to find documents and folders.

Or click the Filters Icon ( ) to see more search options:

file type, document type, date, and more.

f
The Page View Icon

Click to switch from Table View to Card View.

Click again to return to Table View.

g
The Vertical Ellipsis Icon

Opens a menu of actions:

View Details: Check who has access, folder location, created date, last modified date, activity information for audit purposes, and more.

Download: Save the document/folder directly to your computer.

Send: Share the document with one or more organizations (vendor or agency) upon request.

Preview: Get a quick look of the document.

Rename: Change the document/folder name. Note that shared and linked documents cannot be renamed.

Move: Change the location of a document/folder within the Vault.

Add to Favorites: Save the document/folder to the Favorites folder for easy access. Click again to remove from Favorites.

Archive: Move the document/folder to the Archive folder. An archived document cannot be viewed unless it is restored back to the Vault.

The availability of these actions depends on your authorizations in PASSPort.

h
The Shared Document Icon

Indicates that a document has been sent to one or more organizations.

Shared documents cannot be archived.

i
The Linked Document Icon

Indicates that PASSPort linked a document to a task or business process.

Linked documents cannot be archived.