If the Documents page shows a locked screen instead of the vault, your tier doesn't include the document sharing feature. This guide explains why and what to do.
💡 Tip — Who can use this Relevant to clients on Trial or Pulse AI plans.
Quick reference
| Cause | Fix |
|---|---|
| Tier doesn't include document sharing | Upgrade to Access or higher |
Why Documents is locked
The document sharing feature is available on the Access tier and above. On Trial and Pulse AI plans, the Documents page shows a locked "Unlock Documents Feature" screen with an upgrade prompt, because the feature isn't included.
📝 Note — It's a tier gate, not a bug If you see the unlock screen, it means your plan doesn't include document sharing. It's not an error or a permissions issue — it's a feature gate.
💡 Tip — Upgrade to unlock To use the document vault, upgrade to Access, Partner, or Executive from Settings → Usage & Billing. If you're firm-sponsored, contact your firm to adjust your tier. Once on Access or higher, the Documents workspace unlocks.