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Document Vault

Browse acts, sections, forms, and chat history

Ask in Document Vault is for looking up acts and sections, opening official form PDFs, and returning to chats saved in this browser.

What this feature does

Acts and sections

Ask about an act or section. The prompt examples include a DPDP act section and Section 9 GST.

Official forms

Open official form PDFs from the Ask sidebar.

Chat history

Previous chats are listed so you can open one again.

Kept in this browser

Chat history is saved in this browser for 90 days.

How it works

  1. 1 Ask a section

    Type an act or section, such as a DPDP section or Section 9 GST.

  2. 2 Read the match

    Use the result for that act or section.

  3. 3 Open a form PDF

    Use official forms when you need the PDF.

  4. 4 Return later

    Open the same chat from history while it is still saved in this browser.

Why it helps your CA firm

Lookup without leaving the vault

Acts, sections, and form PDFs sit with the other Document Vault tools.

The question can be specific

The box is meant for an act and section, not a general search of the firm’s files.

History stays local

Chats are saved in this browser for 90 days, so another browser will not show the same list.

See Ask in your practice

Book a demo on CA Cloud Desk. When you are ready to work in the software, open this feature in Partner Desk.