Introduction

The Modules Configuration section in Vault Synapse allows administrators to manage the availability and settings of modules used within the organization. Modules are the core components of Vault Synapse functionality and determine the features and workflows accessible to users. While Vault Synapse offers a total of 43 modules, the number available to your organization will depend on your purchase plan and administrative configuration.

To access the Modules Configuration, click your profile icon in the main navigation bar, select Organization, then open the Configuration window and choose the Modules tab in the side menu. From here, select any available module. The activation toggle in the top-right corner allows you to disable the module as needed.

How to deactivate the module 

To deactivate a module, click the green activation bar. A confirmation window will appear—click OK to confirm. Deactivated modules will no longer be accessible until reactivated. 

How to edit file types 

Within the module window, you can view a description of the module along with additional details. For certain modules, this includes the file types linked to the entity as well as the auto-numbering settings. File types can be managed directly from this screen. To edit a file type, click the action icon at the end of the corresponding row and select Edit. Update the necessary details and click Save to apply your changes. 

How to restore defaults 

If you want to revert a file type to its default settings, click the action icon at the end of the row and select Restore Defaults. A modal window will open, allowing you to adjust the file type and maximum file size in megabytes (MB) if necessary. Click Save to restore the defaults. 

Auto numbering settings 

Auto-numbering is used to automatically assign sequential IDs or numbers to new records in Vault Synapse, ensuring consistent record tracking. When enabled, each time a user creates a record, the record IDs or other specified fields increase by one. The default starting sequence is defined by your organization’s administrator.

You can view the following details in the Auto Numbering section:

• Auto Numbering Settings – Displayed by Company, Numbering Pattern, and Next Number in Sequence. The action menu (…) at the end of each row allows you to edit these settings.
• Company – The name of the company or companies (for example, course providers or training organizations) linked to the numbering setup. 
• Numbering Pattern – The ID format or numbering scheme used for auto-numbering, as set by the organization administrator for each company. 
• Next Number in Sequence – The next number that will be assigned in the sequence. The action menu (…) at the end of each row allows for editing. 

How to edit auto numbering settings

To modify auto-numbering settings, open the Configuration tab and select the Modules tab. Choose the desired submodule, then locate the item you want to edit. Click the action menu (…) at the end of the row and select Edit.

In the Edit Auto Numbering modal window, fill out the following fields:

• Numbering Pattern – Enter the desired numbering pattern.
• Next Number in Sequence – Either type the number manually or use the counter to set the next number that will be assigned. 

Once you have updated the information, click Save to apply the changes.