Secure Document Storage with Vaults

Overview

Vaults provide secure, encrypted storage for sensitive documents like contracts, financial records, and confidential client information.

Accessing Vaults

Desktop

1. Click Vaults in the main navigation
2. View your vaults in grid or list view
3. Click vault to open and browse files

Mobile

1. Tap Vaults in navigation
2. Tap vault to open
3. Use floating + to create new vault

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Desktop View

Vaults Dashboard

• Grid of vault cards with icons
• Storage used indicator
• Last accessed timestamp
• Quick actions: Open, Share, Settings

Creating a Vault

1. Click + New Vault
2. Enter vault name
3. Choose encryption level
4. Set access permissions
5. Optional: Add description
6. Click Create

Inside a Vault

• Folder tree on left
• File grid in main area
• Preview panel on right
• Upload button and drag-drop zone

File Operations

• Upload files (drag-drop or button)
• Create folders
• Move, copy, rename files
• Download files
• Preview supported formats

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Mobile View

Vaults List

• Card view of vaults
• Tap to open vault
• Swipe for quick actions
• Pull down to refresh

Inside a Vault

• List view of files/folders
• Tap file to preview/download
• Tap folder to navigate
• Breadcrumb navigation at top

Uploading Files

1. Tap + button
2. Options: Camera, Files, Photos
3. Select file(s)
4. Choose destination folder
5. Upload progress shown

Touch Actions

• Tap file: Preview/open
• Long-press file: Select for actions
• Swipe right: Quick share
• Swipe left: Delete options
• Pinch in preview: Zoom

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Security Features

Encryption

• AES-256 encryption at rest
• TLS encryption in transit
• Zero-knowledge option available
• Client-side encryption for maximum security

Access Control

### Audit Trail - All access logged - Download tracking - Edit history - Export audit reports

Sharing Files

Desktop Sharing

1. Select file(s)
2. Click Share
3. Choose: Link, Email, or User
4. Set permissions and expiration
5. Copy link or send invite

Mobile Sharing

1. Long-press file to select
2. Tap Share icon
3. Choose sharing method
4. Set link options
5. Share via system share sheet

Link Settings

• Password protection
• Expiration date
• Download limit
• View-only (no download)
• Watermarking

File Preview

Supported Formats

• Documents: PDF, Word, Excel, PowerPoint
• Images: JPG, PNG, WebP, GIF
• Videos: MP4, MOV
• Audio: MP3, WAV

Preview Features

• In-browser viewing (no download needed)
• Page navigation for PDFs
• Zoom and rotate
• Full-screen mode

Organization

Folders

• Create nested folder structure
• Move files between folders
• Color-code folders
• Custom folder icons

Tags

• Tag files for cross-folder organization
• Filter by tags
• Multiple tags per file
• Create tag-based smart folders

Tips

• Use separate vaults for different clients
• Enable expiring links for sensitive shares
• Review audit logs monthly
• Set up 2FA for vault access