My client's vault delivered empty. What happened?

Created by IronClad Family Support, Modified on Thu, Jul 30 at 10:51 AM by IronClad Family Support


Almost certainly, records were created but never assigned to that vault. A vault delivers what's been assigned to it — nothing else. Recipients and a delivery trigger alone don't put anything inside it.

This is the most common failure mode on the platform, and it's silent: an unassigned record looks complete on the client's screen. Before setting delivery, open the vault's Details tab and confirm the records you expect are actually there.

Build this into your review routine — scan client records for any card reading “Not assigned to any vault yet.”

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