Getting Started: Resident Vault Checklist

Resident vault checklist

• Claim your flat so you can upload (personal files remain if you later unclaim)
• Open My 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 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.