> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# The Vault

> Where your documents live: private, organization and project vaults, uploads, versions, folder sync and permanent deletion.

The **Vault** is Casa Conect's document store. Everything the agent reads and drafts lives here, along with everything you upload, file from email, or sync from a drive. Open it with **Vault** in the sidebar. It appears as a panel beside whatever you are working on.

## Three kinds of vault

| Vault            | Tab                 | Who can see it                 | Needs Casa Conect OS |
| :--------------- | :------------------ | :----------------------------- | :------------------- |
| **Private**      | *Private*           | Only you                       | No                   |
| **Organization** | *Organization*      | Members of your organization   | Yes                  |
| **Project**      | Inside each project | People who can see the project | Yes                  |

Folders nest as deeply as you like, and items keep the order you arrange them in. The list refreshes by itself when a colleague or the agent adds something.

<Tip>
  Put working documents in the **project** vault. That is where the agent looks first when you work in a project or on one of its matters, and it is where [Populate](/workflows/populate) finds its sources.
</Tip>

## Add documents

<CardGroup cols={2}>
  <Card title="Upload" icon="upload">
    Drag files onto the vault, or choose **New → Upload File**. Up to **25 files at a time**, **50 MB each**. Keep the browser open until the upload completes.
  </Card>

  <Card title="Create" icon="file-plus">
    **New → New document** starts a blank document in the [editor](/documents/editor). **Create Folder** adds a folder.
  </Card>

  <Card title="From email" icon="mail" href="/inbox/overview">
    File attachments from an Inbox conversation, or have the agent do it.
  </Card>

  <Card title="From a drive" icon="refresh-cw" href="/sources/document-management-systems">
    Link a Google Drive, OneDrive or SharePoint folder and keep it in sync.
  </Card>
</CardGroup>

### Accepted file types

| Kind          | Extensions                                            |
| :------------ | :---------------------------------------------------- |
| Documents     | `.pdf` `.docx` `.doc` `.odt` `.rtf` `.txt` `.md`      |
| Spreadsheets  | `.xlsx` `.xls` `.ods` `.csv`                          |
| Presentations | `.pptx` `.ppt` `.odp`                                 |
| Images        | `.jpg` `.jpeg` `.png` `.webp` `.heic` `.heif` `.avif` |
| Archives      | `.zip`                                                |

What you can *do* with a file depends on its type:

| File type            | View                                    | Edit in Casa Conect                                   | Agent can read              |
| :------------------- | :-------------------------------------- | :---------------------------------------------------- | :-------------------------- |
| Word (`.docx`)       | Yes, paginated like Word                | Yes. See [Word documents](/documents/word-documents). | Yes                         |
| Markdown, plain text | Yes                                     | Yes                                                   | Yes                         |
| PDF                  | Yes, including password-protected files | No. PDF is an export format.                          | Yes                         |
| Images               | Yes                                     | No                                                    | Where text can be extracted |
| Other accepted types | Download                                | No                                                    | Where text can be extracted |

Every upload is **scanned for malware** before it can be opened, and **indexed for search** shortly afterwards. See [Search](/documents/search).

## Work with an item

Open an item's menu for **Download**, **Download as Word (.docx)**, **Open in Word**, **Version history**, **Rename**, **Move**, **Add to matter** and **Delete**.

**Open in Word** downloads a copy that stays linked to the vault. When you save it from the [Word add-in](/word-add-in/overview), it comes back as a new version of the same document, not as a duplicate.

## Versions

Every document has **one history**, whatever changed it. Open **Version history** to see each version with its origin:

| Origin                   | Created when                               |
| :----------------------- | :----------------------------------------- |
| **Uploaded**             | You uploaded the file, or a new copy of it |
| **Edited in the editor** | You saved a version from the editor        |
| **Saved from Word**      | You saved from the Word add-in             |
| **Agent edit**           | The agent edited the file                  |
| **Changes resolved**     | Tracked changes were accepted or rejected  |
| **Synced from provider** | A linked drive delivered a newer copy      |
| **Restored**             | An earlier version was restored            |

**Restore** makes an earlier version current again. Nothing is lost: *the current content is kept in the version history.*

## Delete

<Warning>
  Deleting is **permanent**. There is no trash. Deleting a folder deletes everything inside it. The files, their versions and their search index are removed, and anyone who has the document open is disconnected.
</Warning>

The agent is instructed to confirm with you before it deletes anything it did not create in the same conversation, and deletion is a **sensitive** action under [permission levels](/agent/permission-levels).

## The viewer

Opening a file shows it in the **document viewer**, which can be docked to the side or expanded, with a page list and zoom. Up to 20 files can be open as tabs.

For Word files the viewer is candid about how faithful the page layout is:

| Banner                                                                          | Meaning                                                                     |
| :------------------------------------------------------------------------------ | :-------------------------------------------------------------------------- |
| *Page breaks match Word's print layout.*                                        | The pages you see are the pages Word would print                            |
| *Page breaks are approximate…*                                                  | Word may lay the document out on a different number of pages                |
| *Page layout is approximate — this document uses fonts we can't match exactly…* | The document uses a font Casa Conect cannot reproduce. The banner names it. |

<Tip>
  For an exact layout with unusual fonts, turn on **Embed fonts in this file** in Word (*File → Options → Save*) and upload the document again.
</Tip>

Word files with tracked changes show a **Tracked changes** panel in the viewer. See [Tracked changes](/documents/tracked-changes#in-the-viewer).
