Vaults

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.

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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.

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Organize documents

If you can edit the vault, click New folder to create folders, then rename and move documents and folders to keep the vault tidy:

• Rename: right-click a document or folder and choose Rename, then type the new name and press Enter.
• Move: right-click an item and choose Move to…, or select several items with their checkboxes and click Move items. Pick a destination folder, then click Move here (or Move 2 items here, and so on, when moving several).

Attachments unpacked from an email stay with their email, so you can’t rename or move them on their own.

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Ask the agent to organize a vault

In an Ask AI conversation, the agent can set up and maintain vaults for you. It can create a vault, create folders, add files you attached to the conversation or files it produced, and rename, move, or archive folders and files. It only works on vaults you own or can edit. For example:

• “Create a vault called Franchise Agreements and file these three PDFs in a folder named 2024.”
• “Move the expired contracts into an Archive folder.”

Files the agent adds go through the same processing as uploads, so they become searchable once their status shows Ready.

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Track processing

As each document arrives, Mesa processes and indexes it for search. Every document shows its status on the right of its row: Processing while Mesa works on it, Ready once it’s searchable, or Failed if processing didn’t succeed. Mailboxes and archives show Expanding while Mesa unpacks them, then Expanded. Below the vault header, a progress line shows how many items are processed (for example, “3 of 4 items processed”) and how many are still processing. The page updates on its own as documents finish. If you open a document that is still processing, Mesa shows a placeholder and opens the viewer automatically when the document is ready.

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Retry failed documents

When a document fails, the progress line shows a red “items failed processing” link. Click it to open Processing failures, which lists each failed document. A document that fails repeatedly may be corrupted. If you can edit the vault, click Retry next to a document to process it again.

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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. The share popover works the same way as for any item; see Share an item. On a vault, editors can upload and organize documents, and 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.

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