Save a client's reference documents once, such as an engagement letter, last year's financials or a structure chart, and Vinyl Studio uses them as background whenever you ask about that client.

You can also keep a file you've attached in a Studio chat: click Save to client on the attachment.

What you can add: PDF, Word and text files, up to 20 MB and about 80 pages each. Files with no text, such as scanned images, can't be added. Vinyl keeps the text and deletes the file.

In a chat: the message box shows "Using N client documents" so you can see what Studio is reading. Switch any document off for that chat.

Studio uses these documents as background. It doesn't use them as templates.

If a client is restricted, only the people on its list can see or use its documents. Guests can't use client documents.