A client has more than four people who need access. What do I do?

Create more vaults. Each vault holds up to four recipients, but client accounts include unlimited vaults — so the answer is never to crowd people into one.

Group by audience rather than by document type. Everyone on a vault sees everything in it, so the organizing question is always who should receive this? A blended family, adult children in different circumstances, and a business partner each likely warrant their own vault.

If a client wants one person to see some records but not others, that's two vaults — access happens at the vault level, not per record.