Estateably

The Vault is a document storage tool in Estateably for keeping digital copies of any document related to your clients. This article explains what it is used for and its…

Understanding the Vault

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

Create a vault record

Configure Estateably to automatically assign vault numbers to files, either across the whole organization or per team. This article covers both setup options.

Set up auto-generating vault numbers

Frequently asked questions about the client vault product

Client vault FAQs

Store planning documents and clauses for your planning clients

Client Vault

Create a custom design with text, images, and links

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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