Installing the extension

1. Go to Setup > Marketplace > All. All the installed extensions will be listed.
   Click All Extensions to view the extensions supported by your CRM edition.
2. Under All Extensions, browse for and click Zoho Vault.
   The details about the extension will be available.
3. Click Install.
4. Agree to the terms of service and click Continue.
   
   
5. Choose one of the following, then click Confirm:
1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
2. Install for all users - The extension will be installed in CRM for all users.
3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
   The extension will be installed automatically for the specified users.
   
   
6. Click Signup if you do not have a Zoho account.
   A new page will open. Enter the required details and click Sign Up.
7. Click Authorize if you already have a Zoho account.

Sharing secrets from Zoho CRM

1. Select the Lead or Contact you want to share the secret with.
2. Click Share from Vault.
   
   
3. Enter your passphrase for the Zoho Vault in the pop-up.
4. Click Open Zoho Vault.
   
   Under Secret List, all the files and folders listed in your Zoho Vault will be listed.
5. Select the file or folder you want to share.
   You can also search for a file or folder in the search bar.
   
   
6. Click the Add New button to create new secrets.
   In the pop-up, provide the secret details and click Save. You can click Save & Share to share the secrets instantly.
   
   The email address will be auto-fetched from the record selected.
7. Enter a message and click Share.
   The user will be sent an email with a link to access the secret.
8. A pop-up message will open with an Encryption Key.
   This auto-generated key must be sent to the user manually for them to open the file or folder shared.
   
   

Handling secrets

1. Open your Zoho Vault with your passphrase.
2. Select the secret from the secret list.
   The details of that secret will be displayed on the right.
3. Click  to update the secret's details.
4. Click  to delete the secret.
   
   

Accessing shared secrets

1. Open a record in the Leads, Contacts, or Accounts module.
2. Click on the Shared Secrets related list.
   You will be asked to enter your passphrase.
   
   

Once you get in, you can see the list of all secrets shared with the email address associated with that record. The shared date and its status will also be displayed.
          

Note:

1. In the Shared Secrets related list, we have shown only the list of secrets, but not the folders shared to the particular email address.
2. For Accounts module, the list will shown only when you have a contacts associated with accounts.
   

Uninstalling the extension

1. Navigate to Setup > Marketplace > All > Installed Extensions.
2. Find the Zoho Vault extension and click Uninstall.
3. Click Ok to confirm.
   
4. The extension will be uninstalled.