How to Use the Document Vault in Client Connect

The Document Vault is one place for the paperwork we have shared with you, such as contracts, terms and reports, so you do not need to dig through old emails. You can also upload files for us, such as a brand guide. The Document Vault is currently in beta, so it is still improving as we go.

Finding your documents

1. Sign in to connect.obrienmedia.uk.
2. Open Document Vault from the menu.

The Your Documents list shows each document with a short description underneath its name, plus:

• its size
• who it is from: either you or O’Brien Media
• the date and time it was uploaded
• an Actions column, for opening or downloading the document

Uploading a document

1. Choose Upload Document at the top of the page.
2. Follow the prompts to choose your file, and add a short description if you are asked, so we both know what it is.
3. Once it is uploaded, it appears in your list, marked as from you.

Good to know

• It is a good place to find your signed agreements and our terms, such as your support agreement or hosting terms, whenever you need them.
• Please do not upload passwords or bank details. If we need access to something, we will tell you how to share it safely. See giving us access to your Cloudflare account for an example.
• If you cannot find a document you expected, ask us and we will add it.

Not sure about anything? Contact us or open a ticket from your Client Connect account and we will be happy to help.