Manage files

Access your organization's or client's data vault as documented in Set up data vault.

Upload files

In the Top Panel, select "Upload Files" to upload files from your computer to the data vault.

Rename files

Select a file in the file editor. In the Assistant Panel, go on File Editor, and rename in the "Name" field. Confirm by clicking on "Save".

Assign files to reporting year

Select a file in the file editor. In the Assistant Panel, go on File Editor, and enter a year in the "Reporting Year" field. Confirm by clicking on "Save".

Download files

Right-click on a file in the file editor and select "Download".

Delete files

Right-click on a file in the file editor and select "Delete".