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How do I use Vault's Quick and Full-Page View?
How do I use Vault's Quick and Full-Page View?
Lincoln avatar
Written by Lincoln
Updated over 3 weeks ago

Brief Description

Vault’s Quick View and Full-page View show relevant information about a document. This helps users see the document status, available keyterms, and all other information about the document.

Role

This article is relevant for all registered users.

Instructions

There are 2 types of viewing a document information in Vault:

  • Quick View

  • Full-page View

Quick View

Go to Vault.

Click on a document.

The quick view will appear. The following information will be shown:

  • Details

    • Document Status

    • Document Information

    • Signatories

  • Obligations

  • Activity Log

You can also perform the following actions:

  • View document

  • Download document

Full-page View

Click on a document in Vault.

There are two ways to open Vault’s Full-page View:

  • Double-click on the document.

  • In Vault Quick View, click View more information.

The following information are available in Vault Full-page View:

  • Document Status

  • Document Information

  • Reference Documents

  • Signatories

  • Obligations

  • Document Dependencies

  • Version History

  • Activity Log

You can also perform the following actions:

  • View the document

  • Download the document

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