Adding Links, Notes, Files & Images

Adding Links, Notes, Files & Images

Click Add Content at the top of the Vault and choose what to add.


The Add Content menu


Adding a link or note (Quick Add)


Link and Text Note open a quick window.

  • Quick Link – paste the URL and click Fetch to fill in the page title and description. Edit them if you like, add tags, then click Add to Vault.
  • Quick Note – enter a title and your note, then click Add to Vault.


The Quick Add Content window with a link filled in


Adding files, images and social posts


File Upload, Image Upload and Social Media open the full Add Content to Vault page. You can also click More options... to get there.

Step 1 — Pick the type


Choose Link, Social Link, Text Note, File or Image from the tabs at the top.

Step 2 — Fill in the details


  • Title – required. Use something you'll recognize later.
  • Organize in Folders – click Select Folders to file it right away.
  • Tags – pick existing tags or type a new one and press Enter.
  • Notes – optional context for yourself.
  • For a social post, pick the Platform and paste the URL. YouTube and Streamable videos play right on the item page.


The Add Content to Vault page with the File tab selected


Step 3 — Choose who can see it


  • Make this content publicly shareable – turns on a share link. See Sharing Vault Items & Folders with a Link.
  • Team Share (show on your team page) – shows the item on your Team Share page. This also turns on the share link.

Leave both unticked to keep the item private. Click Add to Vault.

Uploading several files at once


Premium members can click Upload Files to add up to 25 files in one go. Drag them into the window or pick them from your computer.

File types and size limits


  • Files: PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, TXT and CSV.
  • Images: JPG, PNG, GIF and WebP.
  • File uploads are a Premium feature. Free accounts can upload images up to 5 MB each.
  • Premium accounts can upload files and images up to 50 MB each.
  • Videos aren't stored in the Vault. Video Upload takes you to Clips.

Tips


  • Set your usual privacy, folder and Team Share choices once in Vault Defaults so they're filled in for every new item.
  • Paste a link and click Fetch before typing a title. It usually gets the title right.
  • Uploaded files count toward your storage. Links and notes take up almost none.

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