Each Vault file acts as a standalone container for documents and basic file details. To create a vault record, see Create a vault record.
What the Vault is used for
The Vault is primarily used to:
Store documents related to a client or case
Keep digital copies of any document related to your client
Maintain a centralized internal document repository
Important considerations
The Vault is separate from Estate, Trust, and POA files.
It does not currently support client sharing.
It is designed for internal document storage only.
Conclusion
For file setup, see Auto-generating vault numbers. Contact [email protected] if you need help.
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