How to Create/Use Personal Vault on Client Side
Step 1: Navigate to https://partners.synkli.com.au/
- Open the Synkli client portal and log in using your email and password.
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Step 2: Click "Document Hub"
- From the left-hand menu, click Document Hub to access your document section.
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Step 3: Click here
- Select the file area, folder, or tool displayed — depending on what’s shown.
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Step 4: Click here
- Click again to open the next level or section inside the Document Hub.
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Step 5: Click "Create"
- Press the Create button to add a new folder.
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Step 6: Click "Untitled folder"
- Click on the newly created Untitled folder to rename or open it.
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Step 7: Click here
- Click into the folder or area where you want to move or manage content.
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Step 8: Click this icon
- Click the icon shown (e.g., settings, actions, or options) to continue.
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Step 9: Click this checkbox
- Tick the checkbox next to the item you want to take action on.
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Step 10: Click this icon
- Click the icon to open more options or actions for the selected item.
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Step 11: Click "Create Folder"
- Choose Create Folder to make a new folder inside your personal storage.
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Step 12: Click here
- Click inside the folder or interface that was just created or opened.
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Step 13: Click "0KB • 15 Aug, 2025"
- Click this file or folder based on its size and date to select it.
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Step 14: Click "Move"
- Click Move to begin moving the selected file or folder.
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Step 15: Click "Untitled folder"
- Choose the destination folder named Untitled folder.
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Step 16: Click "Personal Vault"
- Now, click on Personal Vault as the target location for your files.
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Step 17: Click this checkbox
- Tick the checkbox for the item or folder you want to update or manage.
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Step 18: Click this checkbox
- Select a second item or folder by ticking its checkbox as well.
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Step 19: Click this icon
- Click the options icon to apply actions to both selected items.
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Step 20: Click "Change Color"
- Choose the Change Color option to customise folder appearance.
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Step 21: Click this button
- Click the button that appears to select a colour or apply changes.
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Step 22: Click "Change"
- Click Change to save the new colour setting.
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Step 23: Click this checkbox
- Tick another item or folder to prepare it for action or update.
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Step 24: Click here
- Click the location or tool where you want to apply an action.
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Step 25: Click "Yes"
- Confirm the action by clicking Yes when prompted.
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Step 26: Click this checkbox
- Select the file again using its checkbox.
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Step 27: Click here
- Click the area or folder to navigate or move files.
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Step 28: Click here
- Click again to go deeper or confirm the folder selection.
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Step 29: Click this button
- Press the button shown to complete the file move or update.
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Step 30: Click this icon
- Click the vault or document icon to review what’s been done.
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Step 31: Click "Document Hub"
- Return to the Document Hub from the main menu.
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Step 32: Click "2 Items,1.63 MB Used"
- Click this to check your Personal Vault and confirm your files are now stored inside.
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