How do I add a document to a Vault?

Modified on Mon, 1 Jun, 2020 at 3:55 PM

Vaulting / Hiding Documents 


You can vault a document in Lumi so only you, or certain members of a vault can access.  For anyone else, they won't be able to see it at all.


First of all, create a Vault. Every Lumi user has a Personal Vault or you can create a new one with other Users.


Creating a Vault 


Press this icon on the far left of your screen. 

Press + to create a new Vault

Then press the small + on the top right to add users to your Vault


Simply type their name and hit Add 

.

Adding Documents & Media to your Vault


Hit the bookcase icon on the far left 

Find your File 


Press on the button with the three little dots next to it and select Add to Vault 


Find your Vault and hit save 

You'll now notice this vault icon wherever this document exists, and only users in that Vault will be able to see it.


Note: You cannot add a card to a Private/Personal Vault unless you are the owner of that document and any card it is linked to.



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