How to give access to the Unfiled area?

Modified on: Wed, 13 Oct, 2021 at 11:32 AM


If you would like to give access to contact to the Unfiled area of a vault you will need to be the vault owner or a manager of the vault. Follow these steps:


Step 1: Go to the Contact tab

Step 2: Click on the name of the contact

Step 3: Click Set Permission or Edit Permission

Step 4: Under "General Permissions" click on Manage Unfiled


Step 4: Click Save

  • Ensure that you have selected at least one entity
  • If the contact already has any other permission you don't need to send the email notification
  • If it's the first time you are giving any access to your vault please remember to send the email notification. The contact will receive an email invitation and will need to register to access the vault.

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