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Create a vault record

Create a new vault record in Estateably to store client documents before or alongside estate, trust, or POA work.

Steps

  1. Go to the Vault section from the top navigation bar (next to Estates, Trusts, and POA).

  2. Click Add New File in the top-right corner.

  3. In the window that opens, enter the client name, the date the file was created, and your internal file number.

  4. Click Create. The new file appears on the main Vault page.

Conclusion

The vault record is now ready for documents to be uploaded. See Understanding the Vault for more on what vault records are used for, or contact [email protected] if you need help.

Related articles

Related Articles
Set up auto-generating vault numbers
Client vault FAQs
Creating Your First File
Navigation FAQs
Adding Holdings
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