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A vault is a private, organization-owned 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. Vaults are visible to everyone in your organization, so your team 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.
The Vaults section on the Library page
Click New vault, give it a name (for example, “Franchise Agreements”), and create it. You’ll land inside the empty vault, ready for documents.
A new, empty vault ready for uploads

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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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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 July 17, 2026