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A vault is a private document collection that Mesa indexes for research just like the public legal library. Upload your own material (contracts, filings, records, policies) and then search it, read it, and ask the agent questions scoped to it. A new vault is visible only to you until you share it: share it with specific people or teams, or open it to your whole organization, and everyone you share with researches the same private corpus together.
Vaults are available to organizations with the vaults capability enabled. If you don’t see the Vaults section on the Library page, your organization doesn’t have it yet; contact support@calderapbc.com.

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Create a vault

Open the Library from the sidebar. The Vaults section sits at the top, above your pinned jurisdictions.
Click New vault, give it a name (for example, “Franchise Agreements”), and create it. You’ll land inside the empty vault, ready for documents. The header notes the vault is private to you until shared.

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Add documents

Bring documents in two ways:
  • Upload from your device or a connection, using the Upload button.
  • Drag and drop files, or whole folders, straight onto the page.
Vaults accept any file type. As each document arrives, Mesa indexes it for search; a document shows a processing status until it’s ready. Use New folder to organize documents as you go.
If a document seems stuck, click Refresh index in the header to wake the pipeline and retry anything that failed.

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Search and research a vault

  • Use the Search this vault by name box to filter the document list as you type.
  • Press Enter to run a full content search across everything the vault has indexed.
  • Click New conversation to start an Ask AI chat scoped to the vault, so the agent reasons over your documents the way it does over the legal library.
You can also point the agent at a vault from the Sources button on any chat box; see Text editor.

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Share a vault

A new vault starts out restricted: only you can open it. Click Share in the vault header to bring in the rest of your team.
In the share popover:
  • Add people or teams: search for a member of your organization, or a team, and select them. Each person or team you add gets Can view or Can edit access; use the dropdown next to them to change it or remove their access.
  • General access controls everyone else. Restricted (the default) means only the people and teams you’ve added can open the vault. Switch it to organization-wide access to let anyone in your organization view or edit.
Editors can upload and organize documents; viewers can browse, search, and research the vault’s contents.

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Manage a vault

  • Archive vault hides it from your organization. Archiving is one-way, but citations to its documents keep resolving.
  • Documents can be archived individually from the right-click menu.

Library

Browse and pin the public legal content vaults sit alongside.

Files

Keep personal documents separate from your organization’s vaults.

Text editor

Scope a conversation to a vault from the chat box.
Last modified on August 3, 2026