2. This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational purposes.
The information is not version controlled and as such is subject to change without notice.
Vault does not accept any responsibility or obligation to inform users of this presentation of such changes.
This includes any copies of this presentation taken and modified outside of the Vault domain.
[DISCLAIMER]

3. [Update Files] Company Register
Vault provides the ability to store files relating to a Company in the Company Register. For example, a scanned copy of a signed contract This is managed by editing the Company record in the Company Register. This is found under People in the Menu Bar
‘Company Register’

4. [Update Files] Edit Company
Locate the Company involved in the Company Register Once found, there are two ways to initiate editing the Company:
Click Actions then Edit Or:
Click the Company ID to view the record, then click Edit

5. [Update Files] Add File
Click on the Files tab.
The file register displays any existing files already saved to the Company record
To add a new file, click Add File
Drag and Drop the relevant file, or click to locate the file
Optionally supply a Title for the file and click OK, otherwise simply click Close, in which case the filename will be used as the title. Vault will store a copy

6. [Update Files] File Register
The file now appears in the File Register
A copy of the file may be downloaded by clicking on the Title
If the file is no longer required, simply click Delete to remove it from Vault