Choose your setup

Before configuring vault numbers, decide which setup fits your organization:

Organization — recommended for a single firm with one office. Produces a single shared set of vault numbers.
Teams — recommended for larger firms with multiple office locations. Each office gets its own vault number sequence while the organization maintains one centralized vault system.

Option A: Set up organization-level vault numbers

Log in as an organization administrator and click the gear icon to open Settings.
Select Organization Details.
In the Vault Setup dropdown, select Organization.
Enter a Vault Number Starting Number and click Save. Starting numbers cannot include special characters such as /, -, or ..

Note: Enter the next available number if your firm already assigns vault numbers, or the number you want sequences to start from.
Confirm the starting number — it cannot be changed later. Click Proceed to confirm or Cancel to edit.

The Autogenerate Next Vault Number button is now active on your vault files.

Note: The button remains disabled on vault files until setup is complete.

Create a team for each office location if not already done.
Log in as an organization administrator. Go to Settings › Members and Teams › Teams.
Click the pencil icon next to the first team to configure its vault numbers.
Enter a 3-character Team Prefix (e.g., TOR).
Enter a Vault Number Starting Number and click Save. Special characters are not allowed.

Note: Enter the next available number or the number you want sequences to start from.
Confirm the starting number — it cannot be changed later. Click Proceed to confirm or Cancel to edit.
Repeat steps 3–6 for each team.