Add or Remove Files in a Vault

Overview

Files added to a Vault become visible to external recipients who have access to that Vault. You can add files that are already on the Deal or upload new files directly into the Vault.

Add files from Deal Resources

Add Files that are already on the Deal into one or more Vaults at once.

1. Open Deal Resources

   Go to the Deal's Resources tab.

   The Deal's full file list is visible.
2. Open Add to Shared Vault

   Hover over the File you want to add and click Add to Shared Vault.

   A list of available Vaults appears.
3. Pick one or more Vaults

   Select one or more Vaults. Click any already-selected Vault to remove the file from that Vault.

   The file is visible in every selected Vault to external recipients.

Add files from the Vault

Work inside a specific Vault to add files that already exist on the Deal.

1. Open the Files Table

   Go to the Vault and scroll down to the Files Table.

   You see the Vault's files.
2. Click Add Content

   Choose Add Content above the Files Table.

   The Deal's file list opens.
3. Pick files from the Deal

   Click one or more files from the list. Click any already-selected file to remove it.

   The selected files appear in the Vault and are visible to recipients.

Upload files directly to a Vault

You can also upload new Files straight into a Vault.

1. Open the Files Table

   Go to the Vault and scroll down to the Files Table.

   You see the Vault's files.
2. Click Add Content

   Choose Add Content above the Files Table.

   The Deal's file list opens.
3. Upload Documents

   Scroll to the very bottom of the file list and click Upload Documents.

   The new files are added to the Deal, to All Files, and shared through this Vault.

Things to know