Learn how to use the filing cabinet to store and organise property-related files.

This article covers:

• Upload files to the filing cabinet
• Use Global File upload
• Manage uploaded files
• Upload to a previous lifecycle
• Update document settings

Upload files to the filing cabinet

The filing cabinet is your central hub for storing all documents related to a property. You can upload files manually, save system-generated documents, and manage access settings—all in one place.

1. Go to: A property card
2. Click the Filing Cabinet tab
3. Choose a folder, if needed, before uploading a document
   
4. Drag and drop your document into the upload area, or click the cloud icon to browse and select a file
   
5. The file will appear in the files section once uploaded
   

Add files from property search results

You can also add files to a property’s Filing Cabinet directly from property search results.

• Open Property Filter or Find Property

• Click Actions

• Select Add File to Filing Cabinet
  

• Choose the Filing Cabinet folder or folders for the files

• Drag and drop the files into the upload area

• Assign different files to different folders, if required
  

• Click Upload file to complete the upload

The files are uploaded to the selected property’s Filing Cabinet. After uploading, use the available shortcut to open the Filing Cabinet.

Use Global File upload

Global File Upload lets you upload files to a property’s Filing Cabinet from a pop-up window without leaving the screen you are currently using.

You can search the folder list for the relevant sale or lease and file each document in one folder or several folders at the same time.

Global File Quick-Upload is available from:

• The Data Room
  

• E-Table
  

• Action-list steps
  

• The more-actions menu in Find and Filter Properties
  

• The more-actions menu in Find and Filter Contacts
  

You can file a document in one folder or select several folders for the upload.

Your existing Filing Cabinet permissions and folder access continue to apply when you use Global File Quick-Upload.

Manage uploaded files

Once your file is uploaded, you can view, edit, download, or email it directly from the filing cabinet.

1. Locate the document in the filing cabinet
2. In Tile View: use the available actions on the document tile or click the ellipsis (⋮) menu to access additional options

Upload to a previous lifecycle

If you missed uploading a document before a property was settled or withdrawn, you can still add it to a previous lifecycle.

1. Go to: The Filing Cabinet
2. Click the lifecycle selector under Files
3. Select the prior lifecycle
   
4. Upload the document as usual

Access files from previous lifecycles

If a property has gone through multiple lifecycles, you can still access older documents.

1. Use the lifecycle selector under Files
2. Select the prior lifecycle
3. Browse and manage documents from earlier stages

Update document settings

After uploading, you can customise how the document behaves and who can access it.

1. In List View: click the spanner icon in the bottom-right corner of the document to update:

• Name - Rename the document
• Contract - Mark as a contract to trigger automatic actions in the Vault mobile app
• Share With - Choose visibility—entire office, specific users, or teams
• Visible In - Select folders where the document should appear
  

2. Click Save

You can delete the document from this window.

1. Click Delete
2. In the pop-up window, click Yes/Proceed

What's next?

Once a document is uploaded, you can include it in the Electronic Table for the listing and set up an auditor login, which allows auditors to securely access reports and documents remotely.