The Document Vault is the central location for storing and managing documents related to the project.

1. What Is the Document Vault Tab?

Document Vault showing document search, view options, folders, and upload controls Document Vault showing document search, view options, folders, and upload controls.

2. What Can You Do Here?

3. Why Is This Helpful?

Important project documents can be stored in one common location instead of being scattered across email, chat, or personal folders. This makes project information easier for authorised users to find and reference.

Example folder structure

Customer Documents • Agreements • Requirements • Reports • Reference Documents