Documentation
Learn H1 Vault
Everything you need to know about setting up and using your virtual data room.
Getting Started
Set up your account and create your first data room.
- Create an account using your email
- Create a team and invite members
- Create your first data room
- Upload documents and organize into folders
- Invite buyers with secure, trackable links
Data Rooms
Manage documents, folders, and access controls.
- Create and configure data rooms
- Upload documents (single or bulk upload via ZIP)
- Organize documents into folders
- Set document-level permissions
- Configure disclosure phases
- Use folder templates for common structures
Sharing & Access
Control who can see your documents and how.
- Create shareable links with access controls
- Invite buyers via email
- Set up buyer groups for organized access
- Enable email verification for buyers
- Configure link expiration and download permissions
- Use dynamic watermarks
Analytics
Track buyer engagement and document activity.
- View real-time engagement metrics
- Track page-level document analytics
- Monitor buyer activity and time spent
- Export audit logs for compliance
- Review access history by user
Q&A Workflow
Manage questions from buyers during due diligence.
- Buyers can submit questions from the data room
- Assign questions to team members
- Track question status (pending, answered)
- Maintain a full audit trail of all Q&A activity
Teams & Billing
Manage your team and subscription.
- Create and manage teams
- Invite team members with role-based access
- View and manage your subscription
- Upgrade or downgrade plans
- Manage API keys for programmatic access
Need help?
Can't find what you're looking for? Reach out and we'll help you get set up.
Contact support