What is a Corporate Vault?

Modified on: Wed, 16 Aug, 2023 at 8:55 AM

A Corporate Vault is a Vault dedicated to stored your company documents. This Vault only has private folders. It needs a separated email address to be created. 

You can have administrators with automatic access to all folders or without it, you can determine this access when you are creating the admins of your system under the User tab. By default, Admins without full access to Corporate Vault can be set up later as Trusted Advisors. 

How to provide permission to the Corporate Vault

To add or edit permission to the corporate Vault, you will need to access with the credentials of this Vault. This Vault does not have the manager feature available, so admins with automatic access to the corporate Vault won't be able to provide or edit any permission from their account.

Once log in as the owner of the CV, you can go to the Contact tab edit or add permission to contacts. By default, all administrative users are added as contacts on the Corporate Vault, but they don't have automatic access unless indicated during the creation of the user.

Attention! The Corporate Vault cannot be access on the mobile app.

Use cases

  • Manage all the documents related to Human Resources. Collects and organizes all the information you gather throughout the employee life cycle. Many liability issues can result from improperly maintaining employment records.
  • Organize all legal documents related to your company in one, provide access to Lawyers, shareholder, auditors and compliance and have a history of all the actions inside each document. 
  • Take advantage of our integrations and keep a copy of documents sent to each client in one location inside your corporate Vault, to improve internal workflows and reduce document manage time  (Agreements, Transfer forms, etc.)
  • Provide access to shareholders to specific folders inside the Corporate Vault, to share reports, letters, presentations, etc.

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