Vetting Vault Documentation
Everything you need to set up, manage, and close deals with Vetting Vault. From creating your first deal to advanced team workflows.
Welcome
Vetting Vault is the deal workspace where your request list is your data room. Instead of managing separate spreadsheets and folder structures, every document is tied to its specific request with live progress tracking built in.
This documentation covers everything from initial setup to advanced features like custom branding, external storage integrations, and team role management.
Getting Started
Creating Your First Deal
Set up your first deal workspace in minutes.
Inviting Team Members
Add team members, advisors, and collaborators.