Vault is a template repository inside the add-in. Store, organise, search, and reuse legal templates without leaving Word.
Containers
Vault has three containers.
Personal: templates and folders you own. Private by default.
Shared: templates and folders other users have shared with you.
Firm's Templates: templates published by your firm admin. Visible to everyone in your organisation.
Saving a Template
Open Vault from the Assistant sidebar.
Select the container where you want to save.
Click the upload icon or drag a .doc, .docx, or .dotx file into the upload area.
Enter a name and an optional description.
Click Save.
Using a Template
Click Use on any template card. Vault opens the template in a new Word document. The add-in does not open automatically in the new document. Open Lucio from the Home tab to continue working in it. Your original document is not affected.
Folders
Create folders to organise templates. Templates and folders can sit at the same level.
Sharing
You can share any template or folder from your Personal container with colleagues in the same organisation.
Open the item's menu and click Share.
Select the users you want to share with, or use Select All to share with your entire organisation.
Click Share.
Shared users can open, download, use, and star the items you share. They cannot edit, delete, or reshare.
Starring
Click the star icon on any template or folder to pin it to the top of your list. Star state is personal to you and does not affect how others see the same items.
Searching
Use the search bar at the top of Vault to search by template name or description within the container you currently have open.
Editing and Deleting
You can edit the name, description, or underlying file of any template you own. Re-uploading a file replaces the previous one.
Deleting a template or folder is permanent. Folders delete everything inside them, including all nested folders and templates.
Transferring Ownership
You can transfer ownership of a template or folder to another user in your organisation. If a folder is transferred, the entire subtree transfers with it.