BlogGovernance

Getting Started: Resident Vault Checklist

Updated 2026-06-09

Resident vault checklist

  • Claim your flat so you can upload (personal files remain if you later unclaim)
  • Open My vault (/me/vault) from the Governance menu
  • Personal tab — upload rent agreement, insurance, tax receipts (only you can see these)
  • Flat tab — upload move-in pack or tenant agreement with the right visibility:
    • Flat residents only for co-owner sharing
    • Flat + committee if the secretary must verify
  • Use categories (identity, rental, ownership, insurance, tax, receipt, move, other) so you can find files later
  • Keep official society records in Documents (/documents) — not in My vault
  • Before selling: move personal archives to Personal tab; expect Flat tab files to clear on unclaim
  • Review Starter vs Community quotas if you hit storage limits

Help: Personal files · Flat files · FAQ.