What's an Entity?

Modified on: Wed, 30 Sep, 2020 at 11:14 AM

An Entity is a way to organize and label data in a vault. It’s like having multiple filing cabinets in one vault that allows for independent or combined dynamic views and collaboration. The number of entities available in a vault will depend on the package assigned. There are different types of entities with predefined taxonomy.

Having documents attached to different Entities will allow you to have a Dynamic Visualization of documents and provide specific permission to your collaborators.

By default, all vault have one Entity set as a Personal.

We suggest creating different Entities for your spouse, children and business. The document structure (taxonomy) changes depending on the type of entity you choose.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.