What it does
Vault is every deal file in one place, one click from any run. Upload once, keep them in folders, and attach them to a run with Pick from Vault instead of uploading again. Runs file their own outputs there too.
When to use it
Use it for the files of a deal: rent rolls, T-12s, leases, surveys, photos. For the rules and playbooks every run should carry, use Knowledge instead.
Vault is part of the Business plans; on another plan the page says Storage available on Business plans only.
How to use it
- Open Vault under Data in the left list.
- Press Upload Files, then click, drag and drop, or paste files into the window. A ZIP is unpacked into its files. The window lists the formats it reads and the maximum file size.
- Create Folder to keep each deal apart. Each file's menu has Download, Move, Copy, Rename, Archive and Delete.
- In any product, press Pick from Vault to attach a file you keep here.
What you get back
Your files, with their status as they are read (Pending, Processing, Done or Error), under My disk, Archive and Trash. Deleted files are under Trash, where Restore from Trash brings one back.