# Collaborating on Checklists with External Parties

> Share a Vault with borrowers, lenders, counsel, and other parties so they can see the Checklist, upload files, and comment—based on View only or Full access.

Source: https://www.lev.com/docs/learn/vault/checklist-external-collaboration

Last updated: 2026-04-09

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Share a Vault with anyone on the deal—borrowers, lenders, attorneys, appraisers, title companies—and give them **one place** to see what’s needed, upload files, and track progress with you.

Who can access a Checklist

Anyone you **share the Vault with** can open the **Checklist** tab when that Vault has tasks. Guests see the same sections, tasks, statuses, and assignees you do. They often work from **their assigned tasks**—the same checklist view your team uses, filtered to what they owe.

What they can **do** depends on the permission level for **their company** in the **Share** panel:

**View only** (default) — See the Checklist, open task details and **Activity**, download files. Cannot upload, comment, or change tasks.

**Full access** — Everything above, plus upload to the Vault, attach files to tasks, and **comment** on tasks. Use for anyone who must supply documents or collaborate actively—borrowers, sponsors, closing counsel, etc.

You can change a company’s level anytime in **Share**. For link types and access models, see [Vault Link Settings](/learn/vault/vault-link-settings).

Uploading files

Guests with **Full access** can upload in two main ways:

**From the Checklist tab** — Open a task and use **Attach** to upload straight to that task.

**From the upload page** — Each Vault has a dedicated upload experience: guests see **tasks assigned to them** next to a drag-and-drop area. Lev classifies uploads and matches them to tasks. With no assignments, they see a general upload area.

Guests can also **reply to file-request emails** with attachments—Lev ingests each attachment, classifies it, and matches where possible. They never have to open the Vault.

Commenting

With **Full access**, external users can comment on tasks. Comments appear in **Activity** alongside email, uploads, and status changes—one thread per task for questions, context, or flags.

Authentication

**Public** Vaults can allow **viewing** without signing in. Any **write**—upload, comment, attach—requires **email verification** so Lev always knows who acted.

For **Anyone at company** or **Invite only** Vaults, email verification is required **before** content is shown.

The guest experience

External users see a branded experience with **your company**, the **property**, and deal context. They **do not** need a Lev account. Uploads, comments, and task interactions are recorded in **Activity** so your team keeps full visibility.