The document vault has two zones — Client Zone (shared) and Advisory Zone (internal to the advisory team). Understanding the difference helps you know who can see and edit what. This guide explains the zones.
💡 Tip — Who can use this Available to clients on the Access tier and above, under Documents.
Quick reference
| Zone | Who writes | Who reads |
|---|---|---|
| Client Zone | Clients | Clients + advisors |
| Advisory Zone | Lead partner only | Advisory team |
The two zones
Client Zone — this is where you (the client) upload documents to share with your advisory team. You can upload, replace, and delete your own files here. Your advisors can see what you share.
Advisory Zone — this is where your advisory partners place documents internal to the advisory work. Only the lead partner can write to the Advisory Zone, and its contents are confidential within the advisory team. You (client) cannot write to or delete advisory documents.
📝 Note — Clients are limited to the Client Zone When you upload, the zone selector is locked to the Client Zone. You can't place documents in the Advisory Zone — that's reserved for the advisory team's internal work product.
💡 Tip — Use the right zone If you want your advisor to see a file, upload it to the (default) Client Zone. If an advisory document seems missing, it may simply be in the Advisory Zone, which is internal — ask your partner if you need something from there.