Vault in the Dext mobile app lets you upload, organise, and manage documents directly from your phone. You can view folders, tag files, update details, and move items between inboxes and Vault.
Important: Some Vault features are only available in the Dext web app. See Using Vault in Dext for the full version.
How to access Vault in the mobile app
To open Vault in the mobile app, go to the More tab and select Vault.
Tap More in the bottom menu.
Select Vault.
Once opened, you'll see your current workspace at the top and your Vault content below.
How to view folders, files, and review items in Vault
In Vault, you can view folders, individual files, and documents that need attention.
In the Dext mobile app, you can switch between folders, files, and review items from the Vault screen.
Folders - view and organise documents into folders
Files - see all uploaded documents in one list
Review - see flagged items and documents with upcoming or recently expired due dates
You can also switch between List and Grid view from this menu.
How to add documents to Vault
To upload documents to Vault, use the camera menu in the bottom navigation.
Note: You can upload up to 10 documents at once. The maximum file size per document is 100MB.
Tap the camera / up arrow button in the bottom centre.
Select Add to Vault.
Choose the files you want to upload.
Select a folder, or tap the + in the top-right corner to create a new folder.
Tap Upload to confirm.
Once uploaded, documents appear in both the Files view and inside the selected folder.
How to manage documents in Vault
To manage a document in the Dext mobile app, open it from the Vault list.
Tap the document name to open it.
Expand the Details section to view or edit information.
From the three-dot menu in the top-right corner of the document, you can:
Flag
Copy to Costs
Copy to Sales
Download
Delete
You can also update fields such as:
Folder
File name
Due date
Tags
Subject
Summary
Note
How to add and manage Vault tags in the Dext mobile app
You can assign tags to documents to help organise and filter them later.
Note: To add instructions to a tag, use the web app.
To add or edit tags in the Dext mobile app:
Open the document.
Expand Details.
Tap Tags.
Select from the suggested tags, or tap the + in the top-right corner to create a new tag.
Tap Apply to confirm.
If a document has tags, they’ll be visible in both the Files and Folders views.
How to move a document to a different folder in Vault
You can move a document to another folder from its Details panel.
Open the document.
Expand Details.
Tap the current Folder name.
Select a different folder, or tap the + to create a new one.
Tap Select to confirm.
How to move a document from Costs or Sales to Vault
If a document was added to the Costs or Sales inbox in the Dext mobile app instead of Vault, you can move it.
Open the document.
Tap the three-dot menu.
Select Move to Vault.
Choose a folder.
Confirm the move.