By creating a new vault template, you can make a template of digital records available to selected users and groups of users. To create a new vault template:

• Click on the menu icon in the top-left corner of your account’s homepage to access your DASHBOARD.
• Access the VAULT TEMPLATE section.
• Click on the + ADD NEW symbol located in the top right.
• In the screen that is going to appear, in the GENERAL DATA area, enter the name you want to assign to the template and select from the drop-down menu the company for which you want to make it available.
• Match a color to the predefined template by clicking on the colored square or typing the color code in the associated field.
• Select the TYPE of vault template you want to create from the drop-down menu.
• In the DESCRIPTION field, enter a short description that allows you to quickly refer to the vault template you are creating.
• In the AVAILABLE FOR area, enter users or user groups to which the vault template will be made available.
• In the FIELDS area, you can change the NAME of the field or the TYPE of this (ATTACHMENT, BOOLEAN, DATE, NOTE, NUMERIC, PHONE NUMBER, PASSWORD, TEXT and URL) thanks to the drop-down menu. If you believe that a field is superfluous, you can delete it using the appropriate command next to the field of your interest. If you want to add a further field than the default ones, you can add new ones using the + ADD NEW command at the bottom of the fields proposed by default.Note: the fields available for each vault template allow you to save specific information regarding a particular type of digital record (driving licenses, health cards, etc.) and will vary depending on the type of template being created.
• Click on SAVE to complete the operation.