Vault in the IPR Module
The Vault in the IPR module offers a robust solution for storing and organising supplementary files and documents related to your IP records and other important materials. Integrated with a cloud-based storage system, this feature ensures that all relevant materials are accessible, securely stored, and well-organised.
Purpose of the Vault
The Vault enables users to store and manage extra files and documents within a secure cloud environment. This capability ensures that all IP-related and important materials are easily accessible and organised, enhancing overall efficiency and collaboration.
Key Features
Cloud Storage Integration
Secure Environment: The IPR module integrates seamlessly with a cloud storage service, providing a scalable and secure space for your files.
Accessibility: Users can access stored files from any device with internet access, ensuring flexibility and convenience.
Storing Files
File Uploads: Users can upload various types of files, including documents, images, videos, and audio recordings.
Types of Files: Legal documents, evidence, correspondence, research materials, and more.
Folder Organisation
Create folders and subfolders to organise files systematically.
Customise folder structures to meet the specific needs and workflows of your legal team or individual users.
File Management
Rename, download, view, or delete files and folders as needed.
Set permissions to control who within the organisation can view, edit, or manage specific files and folders.
Restrict access to certain users or groups to ensure sensitive information is protected.
Accessing Vault in Codex
You can now access your Vault files directly from within Codex in the IPR module, without needing to download and re-upload them. This makes it faster to bring stored documents into your AI-powered workflows.
How to access Vault in Codex
Go to Codex from the left-hand navigation in the IPR module.
Click the + icon in the prompt bar.
Select From Vault from the menu.
Browse and select the files or folders you want to use in the current Codex session.
Type your instruction and submit the prompt.
Important: At any one time, you can select only one context source in Codex — Vault, Trademark Connector, or Project. These cannot be combined simultaneously in a single session.
Benefits of Using the Vault
Centralised Document Management
Keeps all IP-related documents in one place, making it easier to manage and access them.
Security and Compliance
Ensures that files are stored securely with proper access controls, helping to comply with legal and regulatory requirements.
Scalability
Provides ample storage space to accommodate growing volumes of documents without physical storage limitations.
Improved Organisation
Helps users stay organised with customisable folder structures and efficient file management tools.
Conclusion
The Vault in the IPR module provides a secure, flexible, and efficient solution for managing and organising IP documents. With direct access from Codex, stored files can now be used in AI-powered workflows instantly — making it easier to analyse documents, generate drafts, and manage your IP portfolio without switching between tools.