To setup the supported folders for advanced conversations:

Settings > Folders > Filing Cabinet (Property)

Add new Folder Type

Visibility = Sales & Leasing

Parent Folder = Default Folder

Default File Access = everyone

Save

Create the following folders:

Rental Appraisal

Pest Certificate

Pool Inspection

CMA

Building Report

*Contracts folder is created by default by Vault

To add the file to a property:

Navigate to the property > Filing Cabinet

Upload the file, assign it to the correct folder type

Example Property with documents added & to test:

Property ID: 21530420

LifeID: L25301351

20 Horseshoe Bend, Buderim QLD

Update document settings

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

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

You can delete the document from this window.

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