Document vault

In simple words

Document vault is part of Digi Locker. Files with version history. This guide takes you through it in 8 short steps.

Where it fits in your work — Store. Add credentials, documents, URLs and notes to the company or a client vault.

Before you start

• You need to be signed in to your company's workspace. Digi Locker appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Document vault belongs to Vaults in Digi Locker. Files with version history.

Step by step

1. 1

   Step 1

   Open Digi Locker

   Sign in and open the Digi Locker panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Document Vault”

   In the left menu, click “Document Vault”. The “Document Vault” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Name, description, file…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Ownership
   • Client
   • Category
   • Expiry
   • Status
5. 5

   Step 5

   Read the list

   Each row shows:

   • Document
   • Belongs to
   • Category
   • Version
   • Uploaded
   • Expiry
   • Actions
6. 6

   Step 6

   Add a new one

   Click “Upload document” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Apply
   • v1
8. 8

   Step 8

   Done

   Files with version history.

Tips

• You can use more than one filter together (Ownership, Client, Category) to see exactly the records you want.
• The search box accepts: Name, description, file…. Start typing and the list narrows down.
• “Upload document” lets you add many records at once from a file instead of one by one.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Digi Locker → Open “Document Vault” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• Legal & Documents

  Signed documents are filed here.

• Projects

  Client credentials for project work.

• Workspace

  Expiry alerts reach the right people.

What you will see on this screen

These are the parts of the Document Vault screen, exactly as they appear in the product.

Why use Digi Locker

Digi Locker replaces password & document vault tools, on the same login and the same data.

• Credentials and documents encrypted and access-controlled
• A vault per client, kept separate
• Expiry alerts so nothing lapses by surprise
• Know exactly who opened or changed what

Who uses Digi Locker

• Administrators

  Own the company vault and its access rules.

• Account managers

  Keep each client's vault in order.

• Employees

  Use only the vaults and records shared with them.

• Management

  Watch expiries and review the activity log.

More in Vaults