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Creating personal Vault folders and sharing them with your team

Set up your own personal Vault folders to keep go-to documents at your fingertips, and share them with colleagues so your team can benefit from the same precedents.

Alongside your firm's central Vault, Definely lets you create personal Vault folders for documents you want quick access to, whether that's your own favourite precedents, deal-specific reference documents, or drafts you're actively working with. Once you've added documents to your personal Vault, you can share them with your team in just a few clicks.

How to add a personal document

  1. In your Definely side panel, select the Documents tab along the top.

  2. Click Add personal document.

  3. Choose the document you want to add from your file explorer.

  4. Add any labels to make the document easier to find later (for example, by deal type, clause type or counterparty).

Viewing your personal Vault folders

To see everything you've added:

  1. Click the file icon in the side panel.

  2. You'll see a list of all your personal Vault folders and documents.

Sharing your personal Vault with your team

From the same view, you can share any of your personal folders or documents with colleagues, making it easy to give your team access to the same precedents and reference documents you use.

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