Reset or recover the Vault

Updated August 14, 2026

The Vault is real, durable, server-side data, and it comes with a real undo mechanism built in: every save keeps the version it replaces, so a bad edit, an accidental delete, or a bad document merge is never permanent.

#How Vault saves actually work

Every time the agency owner clicks Done, save the vault, the entire Vault, your appetite guide, fee schedule, coverage standards, preferred vendors, and document list, is written to your workspace's own server, scoped to your tenant. It is not stored in your browser. Sign in from a different machine and you see the same Vault, because there is only one copy of it, on the server, not one per browser.

Before that write happens, the server snapshots the version it is about to replace. That is a real row in a version history table, not a vague promise, recorded with who made the change and when. Your workspace keeps up to the 50 most recent versions; older ones roll off automatically, oldest first, as new saves come in.

#Restoring an earlier version

Click History at the top of the Vault page (owner only) to open the version list. Each row shows who saved it, when, and a short summary, for example "81 markets, 3 fee lines, 4 standards", so you can tell versions apart without opening each one. Click Restore on a version and confirm, and the Vault is replaced with that version's contents.

Restoring is itself undoable: the version it replaces gets snapshotted first, exactly like any other save, so restoring the wrong version by mistake is a mistake you can also undo. There is no way to permanently lose Vault history through the app's own controls.

#If you only need to fix a few entries

A full restore is rarely what you actually want. If a handful of rows are wrong or out of date, it is faster and safer to fix them directly rather than roll back everything since:

  • Edit individual rows. The owner can edit any cell directly in place, and delete a row that should not be there. See Edit the Vault.
  • Re-ingest a corrected document. Dropping an updated markdown, text, CSV, or PDF file onto the Vault page shows you exactly what it found before anything changes, and lets you confirm the merge, row by row. See Feed the Vault documents.

Reach for History when you want to undo a whole save, several changes made together that turned out to be wrong. Reach for direct editing or a re-ingest when you already know exactly which rows are the problem.