To begin, navigate to the Vault product on the top bar of your Estatedly homepage. This can be found next to other products such as Estates, Trusts, and POA.

Once you are on the Vault page, click on the "Add New File" button located in the top right-hand corner. This will open a new window where you can enter the details for your new vault record.

In the new window, you will be prompted to enter the client name, the date the file was created on, and your internal file number. These details are important for organizing and identifying your vault records.

Once you have entered all the necessary information, click on the "Create" button. This will save your new file and it will appear within your main vault page.