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.

Step 2: Click "Document Hub"
- From the left-hand menu, click Document Hub to access your document section.

Step 3: Click here
- Select the file area, folder, or tool displayed — depending on what’s shown.

Step 4: Click here
- Click again to open the next level or section inside the Document Hub.

Step 5: Click "Create"
- Press the Create button to add a new folder.

Step 6: Click "Untitled folder"
- Click on the newly created Untitled folder to rename or open it.

Step 7: Click here
- Click into the folder or area where you want to move or manage content.

Step 8: Click this icon
- Click the icon shown (e.g., settings, actions, or options) to continue.

Step 9: Click this checkbox
- Tick the checkbox next to the item you want to take action on.

Step 10: Click this icon
- Click the icon to open more options or actions for the selected item.

Step 11: Click "Create Folder"
- Choose Create Folder to make a new folder inside your personal storage.

Step 12: Click here
- Click inside the folder or interface that was just created or opened.

Step 13: Click "0KB • 15 Aug, 2025"
- Click this file or folder based on its size and date to select it.

Step 14: Click "Move"
- Click Move to begin moving the selected file or folder.

Step 15: Click "Untitled folder"
- Choose the destination folder named Untitled folder.

Step 16: Click "Personal Vault"
- Now, click on Personal Vault as the target location for your files.

Step 17: Click this checkbox
- Tick the checkbox for the item or folder you want to update or manage.

Step 18: Click this checkbox
- Select a second item or folder by ticking its checkbox as well.

Step 19: Click this icon
- Click the options icon to apply actions to both selected items.

Step 20: Click "Change Color"
- Choose the Change Color option to customise folder appearance.

Step 21: Click this button
- Click the button that appears to select a colour or apply changes.

Step 22: Click "Change"
- Click Change to save the new colour setting.

Step 23: Click this checkbox
- Tick another item or folder to prepare it for action or update.

Step 24: Click here
- Click the location or tool where you want to apply an action.

Step 25: Click "Yes"
- Confirm the action by clicking Yes when prompted.

Step 26: Click this checkbox
- Select the file again using its checkbox.

Step 27: Click here
- Click the area or folder to navigate or move files.

Step 28: Click here
- Click again to go deeper or confirm the folder selection.

Step 29: Click this button
- Press the button shown to complete the file move or update.

Step 30: Click this icon
- Click the vault or document icon to review what’s been done.

Step 31: Click "Document Hub"
- Return to the Document Hub from the main menu.

Step 32: Click "2 Items,1.63 MB Used"
- Click this to check your Personal Vault and confirm your files are now stored inside.

On this page
Recommended Articles
How to share files and folder with clients(Shared Workspace)How to Copy and Paste a File in Document HubHow to upload single and multiple files in document hubWhere can i find the files shared by the accountantHow to delete a file from document hubCreate a New Folder in Document HubRename a Document in the Document HubHow to revoke a signature requestHow to give signature in action centerHow to Cut and Move a File in Document HubUpload Document and Request Signature from a Client in Action CenterHow to share files to the accountant