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The Vault is where a company keeps the documents that come up repeatedly: incorporation papers, cap tables, tax filings, signed contracts. Uploading them once means that when a report or a data room needs one, you attach it rather than hunt for it. Documents in the Vault are private until you attach them to something. Uploading does not share anything. Everyone on your team can see the Vault, and members, admins, and owners can upload to it.

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Upload a document

1

Open the Vault and press Upload

The Vein Vault page with the Upload button highlighted

Upload is at the top right of the Vault.

2

Choose the file

Click the drop zone or drag the file onto it. The Vault accepts PDF, DOCX, XLSX, and images up to 50 MB each.
The Vein Upload Document dialog, showing the drag and drop area and accepted file types

The upload dialog takes one file at a time.

3

Name it and categorise it

Give the document a display name and pick its category. The name is what everyone else sees, so write it for the reader; “2025 Form 1120” beats “scan_final_v3”.

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The four categories

Categorise as you upload rather than later. Investors browsing a data room see documents grouped by category, and an uncategorised pile is the fastest way to make a well-run company look disorganised.

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Using a document in a report

Once a document is in the Vault it can be added to a report through the Documents block, which lists the files you choose along with their category. See Build and send a report for where that block fits. Attaching a document to a report shares it with that report’s recipients. It does not share the rest of your Vault, and removing a document later does not retract reports already sent.