Add and remove collaborators

After you create a matter, you can share it with other people who are working on the same case. For example, a legal assistant might create a matter and search for data, and then share the matter with counsel, who need to view and export the search results. Depending on the scope of Vault privileges assigned to you, you may be limited to sharing matters only with members of specific organizational units and their sub-units.

To add a collaborator:

  1. Click a matter name to open it.
  2. Click Share in the upper right corner.
  3. In the Add people field, type email addresses of the users you want to add as collaborators.
  4. Optionally select Send email notifications and Send a copy to myself.
  5. Click Save and close.

To remove a collaborator:

  1. Click a matter name to open it.
  2. Click Share in the upper right corner.
  3. In the Permissions field, click Remove next to the collaborator you want to remove. You can't remove a matter's creator.
  4. Click Save and close.

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