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Mainbranch

The Vault

The Vault is your secure document repository within Mainbranch. It provides a central location to store, organize, and search across your documents, making them available to the AI Assistant for analysis.

Overview

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The Vault serves as your organization’s knowledge store within Mainbranch. Documents in The Vault are:

  • Indexed and searchable
  • Available for AI analysis
  • Organized by type, date, and source
  • Access-controlled based on permissions

Accessing The Vault

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Click The Vault in the sidebar to access your document repository.

Browsing Documents

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File List

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The main view displays your documents in a list or grid format. Each file shows:

  • File name and type
  • Date added or modified
  • Source (if from a connected service)
  • File size

Filtering

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Use filters to narrow down the displayed files:

FilterOptions
File TypeDocuments, Spreadsheets, Images, Audio, Video
Date RangeFrom and To date pickers
SourceGoogle Drive, OneDrive, Uploaded, etc.

Searching

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Use the search bar at the top of The Vault to find specific files. You can search by:

  • File name
  • Content within documents
  • Keywords and phrases

Uploading Files

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You can upload files directly to The Vault for storage and AI analysis.

Drag and Drop

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  1. Open The Vault

    Navigate to The Vault from the sidebar.

  2. Drag Files

    Drag files from your computer and drop them onto The Vault interface.

  3. Wait for Processing

    Files are uploaded and indexed. Once complete, they appear in your file list and become searchable.

Upload Button

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Alternatively, click the upload area or button to open a file picker and select files from your computer.

Supported File Types

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The Vault supports a wide range of file types:

CategorySupported Formats
DocumentsPDF, DOC, DOCX, ODT, RTF
SpreadsheetsXLS, XLSX, CSV
ImagesJPG, PNG, GIF, WebP
AudioMP3, WAV, M4A, WebM
VideoMP4, MOV, WebM

Working with Files

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Viewing Files

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Click on a file to open it in the document viewer. Depending on the file type, you can:

  • Read document content
  • View images at full size
  • Play audio and video files
  • Browse spreadsheet data

File Actions

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Right-click a file or use the actions menu to:

  • Download — Save the file to your computer
  • Delete — Remove the file from The Vault (if you have permission)
  • View details — See file metadata and properties

Sharing Files

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Files in The Vault inherit permissions from your organization’s settings. Contact your administrator if you need to adjust file access.

Integration with AI Assistant

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Documents in The Vault are automatically available to the AI Assistant. This means:

Searching Vault Content

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When you ask the AI a question, it searches The Vault along with other connected sources:

"What does the employee handbook say about overtime?"
"Find the project proposal from last month"

Analyzing Uploaded Documents

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You can reference Vault documents in your AI conversations:

"Summarize the document I uploaded yesterday"
"Compare the two budget proposals in The Vault"

Document Q&A

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Ask questions about specific documents:

"What are the key points in the quarterly report?"
"Who is mentioned in the meeting notes from March?"

File Organization

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Understanding Sources

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Files in The Vault come from different sources:

  • Uploaded — Files you manually uploaded
  • Google Drive — Synced from Google Drive
  • OneDrive — Synced from Microsoft OneDrive
  • Gmail — Email attachments
  • Outlook — Email attachments

Using Filters Effectively

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Combine filters to find files quickly:

Example: Find all PDF documents from Google Drive uploaded last month
- File Type: Documents (PDF)
- Source: Google Drive
- Date Range: Last month

Storage and Limits

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Storage Quotas

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Your organization may have storage limits for The Vault. Check with your administrator if you encounter upload limitations.

File Processing

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After upload, files go through processing:

  1. Upload — File transferred to secure storage
  2. Indexing — Content extracted and indexed for search
  3. Available — File appears in The Vault and is searchable

Processing time depends on file size and type. Most files are available within a few minutes.

Best Practices

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Organize as You Go

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Upload files with clear, descriptive names to make them easier to find later.

Use Search Over Browsing

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With many files, searching is often faster than browsing through folders.

Regular Cleanup

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Periodically review and remove outdated files to keep The Vault organized.

Let the AI Help

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Ask the AI Assistant to find files for you:

"Find the most recent version of the budget document"
"Show me all contracts from this year"

Troubleshooting

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File Not Appearing After Upload

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  • Wait a few minutes for processing to complete
  • Refresh the page
  • Check if the file type is supported

Cannot Find a Specific File

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  • Try different search terms
  • Check your filters (they may be excluding the file)
  • Verify you have access to the file

Upload Failing

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  • Check your internet connection
  • Verify the file is not too large
  • Try a different file format

For more help, see Troubleshooting.

Next Steps

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