Vault CRM 26R2.2

Release Date: September 17, 2026

This document provides information for each new feature as well as updates to existing features. See the Vault CRM Online Documentation for more information.

X-Pages

Searching the Document Library by Keyword

Content developers can help users find documents relevant using the searchForDocuments() method to search the Vault document library by keyword across specified metadata fields, for example, document title or document number, and return the latest steady-state version of each matching document.

Querying Documents and Binders with VQL

Content developers can retrieve document data using the queryDocuments() method to query Vault documents and binders with a VQL Where clause, sort the results, and limit the number of documents returned, for example, retrieving only steady-state, non-binder documents sorted by name.

Retrieving the Contents of a Binder

Content developers can retrieve a Vault binder using the getDocumentsInBinder() method to retrieve all steady-state documents within a specified binder, for example, displaying a binder's contents as a document list on an X-Page.

Displaying Document Thumbnails

Content developers can visually represent Vault documents on an X-Page using the getDocumentThumbnail() method to retrieve the thumbnail image URL for the latest steady-state version of a document.

Retrieving Attachment Metadata for a CRM Record

Content developers can surface files associated with CRM records using the getRecordAttachments() method to retrieve metadata fields, for example, file name, format, and size, for all attachments on a specified object record.

Opening Documents in the Native Vault CRM Viewer

Content developers can give users a familiar document viewing experience using the viewDocument() method to navigate to and open a specified Vault document within the native Vault CRM document viewer, without building a custom viewer.