As the lead partner, you can upload documents to the Advisory Zone — the part of the vault internal to the advisory team. This guide covers advisory document uploads.
💡 Tip — Who can use this For lead advisory partners only, in a client's Documents tab.
Quick reference
| Step | Action |
|---|---|
| 1 | Upload documents to the Advisory Zone |
Step 1 — Upload advisory documents
In a client's Documents workspace, the zone selector lets the lead partner choose Advisory Zone (internal) when uploading. Non-lead partners and clients cannot write to the Advisory Zone — it's reserved for the lead's internal work product.
Uploads follow the same category, quota, and file-type rules as the Client Zone. Advisory documents are visible to the advisory team but not to the client.
📝 Note — Advisory Zone is confidential Documents in the Advisory Zone are internal to the advisory team — the client can't see them. Use this zone for work-in-progress, internal analysis, or anything not meant for the client yet.
💡 Tip — Move finished work to the Client Zone When an advisory document is ready for the client to see, upload a copy to the Client Zone (or ask the client to). The Advisory Zone is for internal use; the Client Zone is the shared handoff.