Managing Documents in Vaults

Vault Overview Vaults provide secure, organized storage for all your legal documents. Access controls ensure confidentiality while enabling team collaboration.

Creating and Organizing Vaults

1. Create separate vaults for clients, matters, or document types

2. Set vault-level access permissions

3. Establish naming conventions for consistency

4. Implement folder structure within vaults

Uploading Documents

• Drag and drop documents into vaults

• Batch upload multiple files

• Automatic metadata extraction

• Version control and document history

Document Management Features

• Advanced search across vaults

• Document tagging and metadata

• Access logs and audit trails

• Document retention policies

Access Control

• Granular permission settings

• Role-based access control

• Team member visibility settings

• Secure sharing capabilities

Best Practices

• Maintain clear vault and folder structures

• Use consistent naming conventions

• Regularly archive completed matters

• Monitor access logs for security

• Implement document retention policies