The shared document vault lets you and your advisor exchange files securely — financials, reports, contracts, anything relevant to your engagement. This guide covers uploading a document.
💡 Tip — Who can use this Available to clients on the Access tier and above (document sharing feature), under Documents.
Quick reference
| Step | Action |
|---|---|
| 1 | Choose a category and upload |
Step 1 — Upload a document
Go to Documents and click Upload New Document. Choose a Category, a Zone (clients upload to the Client Zone, which is shared with your advisor), and an optional display name. Then drag and drop your file or browse to select it.
Supported types: PDF, DOCX, XLSX, PPTX, CSV, JPG, PNG. The upload shows progress and enforces per-file and total storage limits.
Click Confirm Upload to finish. Your advisor is notified that a new document is available.
📝 Note — Uploads respect storage quotas There's a per-file size limit and a total storage limit for your organization, shown in the vault quota banner. If you're near the limit, you may need to remove old documents first.
💡 Tip — Pick a meaningful category Categorizing documents (e.g. "Financials," "Contracts") keeps the vault scannable for both you and your advisor. Categories are managed by your admin.