Release Notes
Create Review Tables From View-Only Vaults
You can now create review tables from vaults that you have view-only access to.
Release Date
Feb 11, 2026
Categories
Vault
Release Type
Regional Availability
US, EU, AU
What’s New
You can now create review tables from vaults that you have view-only access to.
Why It Matters
Previously, you were limited to vaults to which you had editing permission, knowledge bases, or sandboxes. Now, you can create review tables from view-only vaults.
How to Use
- In Vault, open a vault you have view-only access to that you want to analyze.
- Click the Create review table button to start a query.
Notes and Limitations
- Once your review table is created, it lives inside your private history, not the originating vault.
FAQs
Q: How are client matters preserved for the review table when created using a view-only vault?
Review tables created from view-only vaults will keep the vault's client matter. For any review table, you can adjust the client matter from your History tab by clicking on the three dot menu and Edit CM# or Remove CM#.