Vault
Secure file storage and sharing, with a per-seat storage pool.
The Vault is secure file storage and sharing inside the portal — folders, uploads, previews, sharing, trash and a per-account storage pool.
The Vault is on every plan. Storage is 5 GB per seat on Launch, 10 GB on Growth, 20 GB on Command, pooled across the account.
In this guide
- Getting to the page
- My Drive
- Uploading
- Duplicate handling
- Organising
- Starred, Search and Trash
- Sharing
- Storage and buying more
- Keyboard shortcuts
- Where the Vault is used elsewhere
- Troubleshooting
1. Getting to the page
Click Vault in the Docs section, at /client/vault.
2. My Drive
The root of your storage. Folders first, then files, with Name · Size · Modified columns. Breadcrumbs go back up; Go to My Drive returns to the root.
3. Uploading
Three ways:
- Upload — pick files.
- Upload folder — a whole folder tree, structure preserved.
- Drag and drop — anywhere on the page.
Large uploads are confirmed first: "Upload 12 file(s)? These files will be uploaded to Invoices. Total size: 84 MB."
4. Duplicate handling
If a file with the same name is already in the folder, you are asked what to do:
| Choice | Result |
|---|---|
| Skip duplicates | Only new files upload. |
| Upload anyway | Both copies are kept. |
| Replace existing | The existing file is overwritten. |
If everything in the batch is a duplicate and you skip, you are told plainly rather than left with a silent no-op.
5. Organising
New folder · New subfolder · Rename · Move · Make a copy · Delete. Multi-select supports bulk move, copy, download, star and trash.
Move opens a folder picker with Move here at the destination.
6. Starred, Search and Trash
Starred — your pinned files and folders.
Search — across names. Press / to focus the search box.
Trash — deleted items land here and are permanently deleted after 30 days. Restore individually, or Empty trash to purge now.
7. Sharing
Share a file or folder with:
- Colleagues — by account membership.
- A public link — anyone with the link can view or download. Links can expire.
Shared documents are also an outward Call Action: the Share document action sends a caller a Vault file, once approved. It needs file_id, and takes an optional expires_days.
Chat's /doc and /folder slash commands create or link Vault items shared with a channel.
8. Storage and buying more
The header shows used of total, e.g. "18.2 GB of 50 GB".
The pool is:
(your plan's per-seat allowance × the number of people in your account) + any storage packs you have bought
Seats are counted from the people actually in the account, not from your plan's seat cap — Command sells unlimited seats, so there would be no number to multiply.
An upload that would exceed the pool is refused before it starts, naming the size, the cap and what is left: "This upload (2.1 GB) would exceed your 50 GB storage limit. 0.4 GB remaining."
Manage & get more opens storage packs, which are purchasable on every tier.
9. Keyboard shortcuts
The shortcuts panel lists them; / focuses search.
10. Where the Vault is used elsewhere
- Inbox — attach from the Vault, or save an attachment to it.
- Chat —
/docand/folder. - Contracts — executed documents.
- Procurement — receipts and supplier documents.
- Call Actions — sharing a document with a caller.
11. Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| An upload is refused | It would exceed the storage pool | The message names what is left; buy a pack or clear space |
| Storage didn't increase after adding a colleague | The pool recalculates with the team | It appears shortly |
| A deleted file is gone for good | Trash purges after 30 days | Restore within 30 days |
| A public link stopped working | It expired | Reshare |
| A Call Action Share document did nothing | No file_id set | Call Actions |
| Duplicate check failed | A transient error | Retry; nothing was uploaded |