Vault is Lexagle’s version of a Document Management System and is the repository of truth and record. On top of being accurate, consistent, searchable, and discoverable, it is also automated at scale and integrated with enterprise systems.
It deals with the storage & retrieval portions of the contract lifecycle - facilitating document storage, document and terms retrieval, and subsequent features that will come after it.
Permission Groups
For Lexagle’s Vault, we do not build off existing access = structure conventional file systems.
Access ≠ Structure
We leverage the metadata we have from contracts (agreement info) to build a relational file system based on the relationships that already exist between contracts.
These relationships have been established 2 ways:
System fields – contract value, counterparty
Custom fields / agreement information fields
We leverage these fields to give permissions to entities, in the form of what we call permission groups.
Permission groups are a type of read-access given to users within Lexagle, based on:
Properties – Agreement information / document properties
Entities – User / Team / Workflow Group
What do users see in Vault?
Vault works off permission-based access control.
By default, if a user has 0 workspaces and 0 permission groups, they will see nothing in Vault.
The organisation also owns all documents within Lexagle. For personal accounts, the person owns the document.
Users will gradually be granted permissions to documents in Vault in two primary ways, with two levels of permission:
First-Level Permission - as defined by our current workspace logic:
First-level permissions triumphs second-level permissions.
If you are part of a Signing Room with a fully signed document, or part of an Internal or External room with an uploaded Fully Signed document - you will see these documents in Vault.
Second-Level Permission - as defined by Vault admins:
These are defined by permission groups that are created by the Vault admin.
What’s Next?
To learn more about using Vault, check out this article.