Vault

When accessing the Vault section on the left pane of your Thread these will include your Wills, Deeds and Undertakings, where you can add new, delete any that are no longer required and edit those already on the system. 

 

Managing Wills 

1. Select Vault on the left pane of your Thread. 

2. Click the Wills tab. 

 

3. You can view all Wills related to all matters and edit as required. 

See also Wills to learn more about Wills. 

Managing Deeds 

1. Select Vault on the left pane of your Thread. 

2. Click the Deeds tab. 

 

3. You can view all Deeds related to all matters and edit as required. 

See also Deeds to learn more about Deeds. 

Managing Undertakings 

1. Select Vault on the left pane of your Thread. 

2. Click the Undertakings tab. 

 

3. You can view all Undertakings related to all matters and edit or delete as required. 

See also Undertakings and Undertaking Types - Admin to learn more about Undertakings.

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