Each Vault file acts as a standalone container for documents and basic file details. You can follow steps to create client Vault records in Creating client vault records.
What the Vault is used for
The Vault is primarily used to:
Store documents related to a client or case
Organize files before starting estate, trust, or POA work
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
For more information on file setup, see Auto-generating vault numbers.