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Set a Featured File

Pin any file to the top of a Vault as a featured presentation-ready file for lenders.

Updated May 2026

You can set a Featured File to pin to the top of a Vault as a presentation-ready file for lenders to see when they open a Vault. You can set any file in the Vault as featured, including any uploaded file or Lev-Generated Memo.

You can set, change, or remove a Featured File in a Vault at any time. Featuring a file only features it in that specific Vault.

  1. Open the Vault. Navigate to the Vault where you want to set a Featured File.
  2. Open the file's menu. In the Files table, click the ⋮ button next to the file you'd like to feature or remove as featured.
  3. Set or remove the featured file. Select Set as featured or Remove as Featured to make the change.

Featuring a File in a Vault is totally optional — feel free to leave it empty and use Vaults as a more traditional File-Share. When your Vault does not have a Featured File, you'll see an empty block prompting you to set a file or Generate a Memo with Lev. But this will not be visible to external viewers.

When an external party like a Lender views a Vault with no Featured File, this entire section will be hidden and they see the Files table.

More in this section
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.
Requesting Files
Send file requests from a Vault Checklist, track replies and uploads, and use automated follow-ups and the task activity log.
Create a Vault
A Vault is a shared space on a Deal that contains the files you choose to share externally. Lev automatically creates a Vault named "Deal Room" on every Deal by default, and you can create additional Vaults to control which files each recipient can access. You can learn more about when we recommend creating new Vaults in our article on Best Practices for Creating and Sharing Vaults .
Deal Intake Checklist Walkthrough
Collect every document a borrower owes you before marketing — create an intake Vault, apply a checklist template, send file requests, and let Lev classify and match files as they arrive.