Depending on the package that has been assigned to the vault and your role, you will be able to create more Entities to organize your life and business documents. To add / created entities you need to your Entity Management page. 

On this page you can check how many has been used, and the total available, see how many documents has been tagged, and change any detail.

Info! All vaults have a default entity set with the name of the vault and automatically tagged to all folder. User with access to manage entities can add additional entities but not remove the default one.

Quick Steps

• Access the Entity Management
• Click "Add New Entity. 
• Select the Entity Color
• Add a name to your new Entity (mandatory field)
• Select the Entity Type (mandatory field)
• Click “Save”.

Recommendation! 

• Before you start uploading documents create all your entities. You can rename the Default entity to Global or give the name of the company provider. We recommend creating an entity for each family member (Partners, children, parents), business, charities, etc. 
• Assign an entity to a folder, so documents are automatically tagged when uploaded inside the folder.

Steps to Add an Entity

Access the Entity Management

1. Click on Filter by Entity.
2. Click the 'Gear' icon on the submenu of the top-right corner

Click "Add New Entity."

• The system will display how many entities you have created out of the total allowed. For example, in the image below, it shows Entities (2/7). 

Select the Entity Color

The system will automatically assigned a color, but you change it by clicking on the suggested colors or select your own color by clicking on the bucket.

Add a name to your new Entity (mandatory field)

Select the Entity Type (mandatory field)

• After you selected the Entity type, you can add more details.

  • Click on the arrow next to 'Entity Details' to expand or collapse.

Click “Save”.