Download or View a Document

Jessica

Jessica

Last updated on Aug 2, 2026

Documents in the vault can be downloaded to your device at any time. This guide covers downloading.

💡 Tip — Who can use this Available to clients on the Access tier and above, under Documents.

Quick reference

Step Action
1 Click Download on a document row

Step 1 — Download a document

In the Documents workspace, each document row has a Download action for the current version. Click it to download the file to your device. The download uses a secure, time-limited signed link.

📝 Note — Downloads are logged Each download is recorded in the vault's activity log with who downloaded what and when. This keeps a clear trail of document access.

💡 Tip — Download older versions from the version history The row's View Versions & History action opens a modal listing every version, each with its own download button. Use this to retrieve a previous version if the current one isn't what you need.