Sharing a Vault

Secure file sharing with granular control. Set access and permissions per company to get the right files to the right people.

Sharing a Vault means two things at once: giving a company access, and getting them a link. Insert a Vault link into an email and Lev does both — access is granted the moment the email sends.

You can also share straight from the Vault whenever you want, which is where the finer-grained controls live.

Share from an email

You can share a Vault from any email you write — launching a deal, sending a campaign, or replying to a thread. Insert a Vault link, and Lev gives the right people access when it sends.

There are two places to find it:

• The Variables menu — {} in the toolbar, then Vault
• The paperclip, then Share files with Vault — it sits with the other ways to attach files

Either one lists every Vault on the deal with its file count. Inserting a Vault Link inserts a variable into your email. You can click the variable chip to open and edit the Vaults permission settings - all without leaving the email you are drafting:

• Link Text: The words the link shows in the email, instead of the Vault name
• Vault access: Public, Anyone at company, or Invite only
• Permissions: Full Access or View Only
• Files: What files are actually in the Vault, and the ability to upload additional files

When you send the email, Lev makes sure everyone on the email can open that Vault. Nothing is shared until you hit send. In a bulk send, like when you are launching a Deal, inserting a Vault Link will create and send a unique link to each company so you can manage access and permissions on a company-to-company basis.

After sending, you can see who has access to which Vaults and manage their access and permissions from the Vault at any time.

Sharing from a specific Vault

Open any Vault and click Share. That will show you which companies have access to the Vault and allow you to share it with additional companies. You can also choose to enable a general link that anyone can access, or make it so only the people you invite can access.

To share a Vault with a new company, search for a company and add it. You can click on any company already on the list to open and manage their settings:

• Access — team access and permissions for that company
• Contacts — the people at that company who have been invited

Copy link gives you their link to paste wherever you want. But inserting the Vault Link as a Variable in an email will always use the settings you've configured here. For example, if you set a Company's access to Invite Only and only grant access to one person, sending an email to multiple recipients from that company will still only allow that one person to access the Vault.

More details are in Access and permissions, and you can see how Lev verifies someone should have access (when using the ‘Anyone at Company’ or ‘Invite Only’ setting) in the Vault visitor experience article.

Sharing a general link

You can manage general access to a Vault by clicking Share at the top of a Vault. By default it will say Anyone with link can access, providing you with a general public link you can share with anyone. You can click into that to disable it, meaning only the individual companies you've shared the Vault with can access it using their individual, secure links.

In the share popover, open Anyone with link can access:

• Enable link turns it on or off. With it off, only the people you've invited can get in.
• Permissions sets what anyone arriving through it can do.
• Require contact information asks each visitor for their name, company and work email before the Vault opens.

Collecting visitor contact information

With contact information required, every visitor is prompted to provide their Name and Email, and gets added to your CRM. That's the point of it — you find out who's been looking at a package you handed around without having to ask.

It's the perfect setting for a deal you're putting in front of people you don't know yet — circulating a listing, or sending a package to a wide list. Anyone can open it and leave their name and email on the way in. That is a fit for sharing less sensitive information like a Memo. We recommend putting more sensitive files like Financial Docs in a separate Vault you share company by company.

Access and permissions

These are the same two settings everywhere — on a company, on the general link, and in the email chip.

Click to enlarge

Access controls who gets in.

Permissions control what they can do once they're in.

By default, a new Vault share is set to Public with Full Access. You can change either one at any time, from the Vault or from a link in an email you haven't sent yet. Changes take effect right away, including for links you've already sent.

Next: Vault visitor experience

Next: Creating and setting up Vaults