Vault in the Dext mobile app lets you upload, organise and manage documents from your phone. Open it from the Vault tab, then upload files with + Add files. You can also view folders, tag and flag files, copy files to Costs or Sales, and move items from Costs or Sales to Vault.
Important: Some Vault features are only available in the Dext web app. For the full version, go to Using Vault in Dext
Open Vault in the Dext mobile app
To open Vault in the Dext mobile app, go to the Vault tab in the bottom bar.
If you use Dext Solo, go to More and tap Vault under Do more with Dext.
The top of the screen shows the folder you're in. Tap the folder path to go back up a level. Use the Search box to find a file.
View folders, files and items to review
To change what Vault shows, tap … at the top of the Vault screen. The menu has 3 views:
Folders: your files organised in folders
Files: every uploaded file in one list
Review: flagged files, including files Dext flagged because of their due date
You can also switch between List and Grid from this menu. To create a folder, tap …, then New Folder.
Each row shows the name, who submitted the file and the date. Tags show on the row, and a flagged file has a flag.
Upload files to Vault
To upload files to Vault in the Dext mobile app, use the + Add files button.
Go to the Vault tab. If you use Dext Solo, go to More > Vault.
Tap + Add files.
Browse to the folder on your phone that holds your files, choose them, then tap Open.
Check the folder above the files. To change it, tap the folder name.
On the Select folder screen, tap a folder to browse it, then tap Select. To create a folder, tap +, enter a name and tap Create.
Back on the Upload to Vault sheet, tap the send button to upload.
Note: You can upload up to 10 files at once. Each file can be up to 100MB.
The Folder starts as the folder you're in, or the top level of Vault if you're not in one.
After the upload, the files appear in the Files view and in the folder you chose.
You can also upload to Vault from Costs: tap +, then Add files to Vault. This opens the same file picker.
Open and manage a file
To manage a file in Vault, tap its name in the list to open it. The file opens with a preview. If the file type has no preview, tap the download button to view it.
Swipe up on Details to see and edit the file's information. You can edit these fields:
Folder
File name
Due date
Tags
Subject
Summary
Note
The sheet also shows the file ID, the date it was added, who submitted it and its size. You can't edit these.
If Dext has a suggested name for the file, a suggestion appears under File name. Tap Use to accept it.
When a file reaches its due date, a Due Today banner shows at the top of the file.
Use the file menu
To act on a file, tap … at the top of the open file. The menu has these options:
Flag, or Unflag if the file is already flagged
Copy to Costs
Copy to Sales
Download
Delete
Copy to Costs and Copy to Sales only work for some file types. If the file type isn't supported, the app shows "The file type is not supported for copying to Costs or Sales".
To delete a file without opening it, swipe left on it in the list, then tap Delete.
Add and manage Vault tags
To add a tag to a file in the Dext mobile app, use the file's Details sheet. Tags help you organise and filter files later.
Note: To add instructions to a tag, use the Dext web app.
Open the file.
Swipe up on Details.
Tap Tags, then Add tags.
Tap the tags you want to add. To create a tag, tap +, enter a name and tap Add tag.
Tap Apply.
To remove a tag from a file, open its Tags screen and tap X next to the tag under Active Tags, then tap Apply.
A file can have several tags. The list shows the first tag and the number of other tags, for example +2.
Move a file to a different folder
To move a file to a different folder in Vault, change its Folder on the Details page.
Open the file.
Swipe up on Details.
Tap the current Folder.
Choose a different folder, or tap + to create one.
Tap Select.
Move an item from Costs or Sales to Vault
If you added a document to Costs or Sales by mistake, use the … menu on the item to move it to Vault.
Open the item.
Tap ….
Tap Move to Vault.
Choose a folder.
Confirm the move.
Frequently asked questions
These are the most common questions about Vault in the Dext mobile app.
Where's Vault in the Dext mobile app?
Vault is a tab in the bottom bar. If you use Dext Solo, go to More and tap Vault under Do more with Dext.
Why can't I copy a file to Costs or Sales?
Copy to Costs and Copy to Sales only work for supported file types. If you see "The file type is not supported for copying to Costs or Sales", the file can't be copied, but it stays in Vault.
Why does Review show fewer files than I expected?
The Review view only shows flagged files. These are files you flagged and files Dext flagged because of their due date. To see every file, switch to Files.