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Manage & Share Files with Vault
Manage & Share Files with Vault
Upload and organize all of your files across deals and share them externally with Vaults.
Uploading & Organize Files
Uploading Files
Organize Files
Manage Files (Renaming, Deleting, and Removing)
Add Files to a Deal
Searching & Filtering Files
Creating & Managing Vaults
What are Vaults (Data Rooms)
Creating Vaults
Best Practices for Creating & Sharing Vaults
Add & Remove Files in a Vault
Organizing Files in a Vault
Set a Featured File
How does Vault affect my existing Deals and Deal Rooms?
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Sharing Vaults
Give a Lender Access to a Vault
Vault Link Settings (Access and Permissions)
Sharing a Vault Link
Visitor Experience in a Vault
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