> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Storing Client Notes and Secrets

The "Vault" is a way of sharing information about a client or client service.

Notes and Secrets can be

* Plain text or encrypted

* Visible (and editable) by the client, or hidden from the client

* Attached to a client, or attached to a client service.

* Pinned, so they have priority over others

* Edited and Deleted

Example use cases include:

* A client sharing external login details with support

* Staff members leaving notes about clients (not visible to clients)

* Providing clients with access information about their services

### Adding Notes and Secrets

To add notes or secrets to a client profile simply navigate to their profile and find the Vault section. You can view and add assets.

<img src="https://mintcdn.com/upmind/kAlrCUxI2nwYz4_i/images/fb/1cac730a37bd18ee.png?fit=max&auto=format&n=kAlrCUxI2nwYz4_i&q=85&s=24d92164aa55d3bb04eb0b633f37eee2" alt="" width="1886" height="792" data-path="images/fb/1cac730a37bd18ee.png" />

To add notes to a product navigate to the product and click the 'Notes and Secrets' tab.

### Client View

Clients can view their notes and secrets in their client area under `My Account` > `Notes and Secrets`. They can also view it from a support ticket directly.
