Vault Limits

Download Vault Limits as an Excel spreadsheet.

Reference this page as you build out your Vault configuration, to ensure your design is scalable and allows for future expansion. In some cases, being close to the limit may have performance implications. Vault Limits cannot be increased.

These limits apply to both Documents and Objects unless otherwise specified.

Configuration Limits

The following limits are for Vault configuration in Vault Admin, specifically regarding the total number of Vault Components (or relationships between those components). For example, the maximum number of custom objects you can add to a Vault, or the maximum number of Entry Criteria you can add to a Lifecycle State.

Access Control (Security)

Dynamic Access Control

Limit Description Limit Additional Information
User role setup objects per Vault 5 User Role Setup is one of the object classes.
Fields per user role setup object 6
Sharing rules per document lifecycle role 8
Matching sharing rules per object 8
Custom sharing rules per object 500
Assignments per custom sharing rule on objects 500 This is the maximum number of members per role in a custom sharing rule.

Permissions

Limit Description Limit Additional Information
Security profiles per Vault 100
Permission sets per Vault 500
Permission sets per security profile 500

User Role Assignment

Limit Description Limit Additional Information
User roles per user 15

Common Components

Email to Vault

Limit Description Limit Additional Information
Email size (including attachments) 40 MB
Inbound email addresses 250

Outbound Email Domains

Limit Description Limit Additional Information
Root domains 3
Outbound email domains 5
Outbound email domains for each root domain 5 For example, if the root domain is vern.com, you can create:
1) vern.com
2) alpha.vern.com
3) bravo.vern.com
4) charlie.vern.com
5) delta.vern.com

Notifications

Limit Description Limit Additional Information
Notification categories 15

Documents

Document Templates

Limit Description Limit Additional Information
Document templates per Vault 5000 This is for Basic and Advanced document templates.
Document templates per document type 500 This is for Basic and Advanced document templates.
Document templates for the 'Base' document type 50 The Base document type has a lower limit for the number of Basic and Advanced document templates that can be configured.
Limit Description Limit Additional Information
Custom fields on the legal hold object 5 Custom fields are necessary for performing document auto-matching.

Picklists

Limit Description Limit Additional Information
Options per picklist 1024 If there are a large number of options, we recommend you use an object instead.

Formatted Outputs

Limit Description Limit Additional Information
Objects per formatted output configuration 30
Relationships per object reference token 5 This limit refers to the maximum number of levels between an object and its root when configuring a formatted output field token for a data search.

Rendition Profiles

Limit Description Limit Additional Information
Rendition profiles per Vault 10

Expected Document List (EDL)

Limit Description Limit Additional Information
Documents that Vault can auto-match to an EDL Item 1000 The following items do not count towards the limit: - manually matched documents, - documents already locked to the EDL, - or excluded documents
Document placeholders that Vault will create for EDL items in a bulk action 1000 From an EDL Item, users can use the 'Create Placeholder' action to create a document placeholder for an EDL item. The created document placeholder automatically has its fields pre-populated so that it will automatically match the EDL item.
This action can also be done in bulk from multiple selected EDL items. The limit here pertains to the maximum number of document placeholders Vault can create at once.
Lifecycle states configured for locking manually-matched documents 10 If a document is manually matched to an EDL Item (only available in RIM and RegulatoryOne Vaults), Vault allows users to 'lock' the document (so that new versions won't auto-match to that EDL Item in the future), but only for Steady State and Superseded State.
Admins can configure additional document lifecycle states to allow locking, and this limit pertains to the maximum number that can be defined. System and standard lifecycle states count toward the limit.
EDL matching fields 20 This limit refers to the maximum number of EDL matching fields. System and standard values count toward the limit.
Limit Description Limit Additional Information
Matching suggested link fields 10

Lifecycles & Workflows

Document Lifecycles

Limit Description Limit Additional Information
Lifecycle states per document lifecycle 100 This is a soft limit, but it will become a hard limit in an upcoming release.
Document lifecycle stages per stage group 10

Document Lifecycle Entry Actions

Limit Description Limit Additional Information
Entry action rules per document lifecycle state 25
Actions per document lifecycle entry action rule 10
Conditions per document lifecycle entry action rule 5

Document Lifecycle Entry Criteria

Limit Description Limit Additional Information
Entry criteria rules per document lifecycle state 25
Criteria per document lifecycle entry criteria rule 10 The number of criteria that can be configured for each criteria rule.
Conditions per document lifecycle entry criteria rule 5

Document Lifecycle User Actions

Limit Description Limit Additional Information
User action rules per document lifecycle state 50
Actions per document lifecycle user action rule 10
Conditions per document lifecycle user action rule 5

Legacy Document Workflows

Limit Description Limit Additional Information
Overlay rules per document lifecycle state 25
Overlay templates per document lifecycle overlay rule 2

Object Lifecycles

Limit Description Limit Additional Information
Lifecycle states per object lifecycle 100
Object lifecycle stages per stage group 10

Workflow Configuration

Limit Description Limit Additional Information
Conditions per rule in workflow decision steps 10
Conditions per rule in workflow action steps 5
Start step rules for multi-item workflows 30
Start step rules for single-item workflows 100
Roles you can prevent per workflow participant 5 The 'Roles not allowed to participate' configuration option is only available in single-record workflows.

Object Lifecycle Entry Actions

Limit Description Limit Additional Information
Entry action rules per object lifecycle state 25
Actions per object lifecycle entry action rule 10
Conditions per object lifecycle entry action rule 5

Object Lifecycle Entry Criteria

Limit Description Limit Additional Information
Entry criteria rules per object lifecycle state 25
Criteria per object lifecycle entry criteria rule 10
Conditions per object lifecycle entry criteria rule 5

Object Lifecycle User Actions

Limit Description Limit Additional Information
User action rules per object lifecycle state 25
Actions per object lifecycle user action rule 10
Conditions per object lifecycle user action rule 5

Document Lifecycle Event Actions

Limit Description Limit Additional Information
Document lifecycle event action rules 25
Action per document lifecycle event action rule 10
Conditions per document lifecycle event action rule 5

Object Lifecycle Event Actions

Limit Description Limit Additional Information
Object lifecycle event action rules 25
Action per object lifecycle event action rule 10
Conditions per object lifecycle event action rule 5

Reporting & Dashboards

Reports

Limit Description Limit Additional Information
Formula fields per report 10
Conditional fields per report 5
Advanced Logic formula length 300 Characters There is no limit to the number of filters you can configure on a report, but if you enable Advanced Logic, the formula can only be 300 characters long.
Grouping levels per report 2

Flash Reports

Limit Description Limit Additional Information
Flash reports per Vault 400 This limit is applied at the Vault level (it is not a per-user limit).

Multi-Pass Reports

Limit Description Limit Additional Information
Formula fields per multi-pass report 10
Report views per multi-pass report 10 The number of reports you can merge together into a multi-pass report.

Union All Reports

Limit Description Limit Additional Information
Objects per union-all report 10

Dashboards

Limit Description Limit Additional Information
Components per Dashboard 15 Each chart and table count towards one component.

Saved Views

Limit Description Limit Additional Information
Saved views per user 1000 This is across all tabs.
Saved views per View Administrator user 100000 This is across all tabs, for users with the View Administrator permission.
Mandatory saved views per tab 10 The number of saved views that a view administrator can make non-removable from a user's sidebar, per tab.
Users per shared saved view 50

Document Tags

Limit Description Limit Additional Information
Automatically applied document tags 100 The number of document tags per Vault that can be configured to automatically apply upon document upload.
Phrases per document tag 20

Search Collections

Limit Description Limit Additional Information
Objects per search collection 15

Searchable Object Fields

Limit Description Limit Additional Information
Searchable object fields per Vault 50
Searchable object fields per object 6

Synonyms

Limit Description Limit Additional Information
Synonyms per Vault 3000

UI Platform

Tabs

Limit Description Limit Additional Information
Tabs per Vault 60 This does not include standard tabs.
Tabs per tab menu 20
Filters per tab 5
Tab collections per Vault 50

Vault Java SDK

Custom Pages

Limit Description Limit Additional Information
Custom Pages 200 Total number of custom pages allowed per Vault.
Total size of client code 50 MB
Custom pages per Vault 200
Total size of client code 50 MB

Vault Management

Sandboxes & Snapshots

Limit Description Limit Additional Information
Small size sandboxes per Vault 4 Additional Sandboxes can be purchased.
Medium size sandboxes per Vault 2 Additional Sandboxes can be purchased.
Full size sandboxes per Vaults 1 Additional Sandboxes can be purchased.
Snapshots per sandbox vault 2
Sandbox depth 4 Sandbox vaults can be granted a sandbox allowance of their own, allowing you to create sandboxes from sandboxes. This limit refers to the acceptable number of nested levels.

Vault Migration Packages (VPK)

Limit Description Limit Additional Information
Components per VPK outbound package 200
Objects per VPK outbound package 100 The total number of objects that can be selected across all Datasets in a VPK outbound package.
Objects per Dataset 10 The total number of objects that can be selected per dataset included in a VPK outbound package.

Vault Mobile

Create document

Limit Description Limit Additional Information
Document upload sharing actions 25 This limit pertains to the number of sharing actions that can be configured to execute when uploading a new document using the Vault Mobile iOS or Android application.

Vault Object Framework (VOF)

Data Model

Limit Description Limit Additional Information
Objects per Vault 500 This does not include standard or system objects.

Layouts

Limit Description Limit Additional Information
Layouts per object 50 This limit only applies if the object has no object types.
Layouts per object type 50
Pages per layout 10 Pages are containers of sections.
Sections per layout 30 The maximum number of sections allowed for the layout as a whole (this is not a limit per page of a layout). If more sections are needed, configure multiple layouts.
Layout rules per layout 50

Validation Rules

Limit Description Limit Additional Information
Validation rules per object 30 This limit applies even if the object has object types. Object level validation rules are configured at the object level.
Validation rules per object type 20 Object type validation rules are configured within the object type.

Object Type

Limit Description Limit Additional Information
Object types per object 50 This does not include standard object types.

Object Fields

Limit Description Limit Additional Information
Fields per object 800 This does not include standard or system fields.
Formula fields per object 50 This is for the whole object, not by object types.
Long Text / Rich Text fields per object type 50 This limit applies to the entire object (inclusive of all object types, if applicable).
Fields per object configured as 'unique' 25 This pertains to the "Values must be unique" field attribute.
Length of unique fields 255
Dynamic constraints per Object field 5 This limit refers to the maximum number of dynamic constraints that can be configured (to constrain records in the referenced Object) per Object field
Formula field depth 5
Fields per object (Raw Storage) 500 This does not include standard or system fields. This limit is different to the standard storage limit.
Fields per object configured as 'unique' (Raw Storage) 10 This pertains to the "Values must be unique" field attribute.

Lookup Fields (Objects)

Limit Description Limit Additional Information
Lookup field relationships per object 10 This is the maximum number of unique relationships allowed per object that is used in a lookup field. Does not include standard or system relationships.
Lookup fields per lookup relationship 20 This limit refers to the maximum number of lookup fields that can be used on an object to collect additional data. Standard lookups do not count towards the limit.
Object lookup relationships per object 8 This is the maximum number of objects that can have lookup fields pointing to a specific (source) object. The number of lookup fields on each of those objects is not constrained by this limit.
This does not include standard or system relationships to the source object.

Object Relationships

Limit Description Limit Additional Information
Document reference fields 50 This is the maximum number of document reference fields that can be configured across all objects in a Vault (it is not a per object limit).
Outbound relationships per object 30 Such as object reference fields. Does not include standard or system relationships.
Inbound relationships per object 50 This is the maximum number of object reference fields (across all objects) that can reference the same object.
User reference fields 80 The maximum number of fields (across all objects) that can reference the user object.
Parent-child object hierarchy depth 3 This is the number of levels possible for the parent-child object relationship.

Raw Objects

Limit Description Limit Additional Information
Multi-value picklist fields per raw object 2

Functional Limits

These limits apply while using Vault. Reaching or exceeding the limit for a given feature will often result in an error message, or Vault will prevent you from using a UI element.

Cart

Limit Description Limit Additional Information
Documents in cart 100  

Checklist Designs

Limit Description Limit Additional Information
Sections per checklist design 20  
Questions per section 50  
Answers per question 20  
Checklist designs per aggregate checklist 6  
Reference documents per question 5  

Thresholds

The following limits are for the background processes Vault runs, which have timeout periods and a max number of items they can process. If these limits are reached, this often results in failure to complete the process, an error being logged, but typically no user-facing error in the UI.

Expressions and Audit

Audit Export

Threshold Description Threshold Additional Information
Audit export timeout 10 Minutes

Vault Developer

Vault Java SDK

Threshold Description Threshold Additional Information
Elapsed time per SDK request 100 The maximum amount of seconds SDK Code can run. After reaching the limit, the code will timeout, and the operation will be aborted.
In-use memory per top-level SDK entry point invocation 40 MB Runtime limit. Maximum amount of memory that can be in-use for non-nested entry points. User-Defined Services can be used to help free memory. After reaching the limit, the operation will be aborted.
Gross memory per SDK request 400 MB Runtime Limit. Maximum amount of memory that can be consumed during the entire SDK request. After reaching the limit, the operation will be aborted.
CPU time per SDK request 10 Seconds Runtime Limit. After reaching the limit, the operation will be aborted.
SDK Request Context memory per SDK request 5 MB Runtime limit. Request Context provides shared storage across entry-points during a single SDK request. After reaching the limit, the operation will be aborted.
Nested triggers per SDK request 10 Runtime Limit. This is the maximum number of chained SDK triggers that are allowed before the process shuts down.
Triggers per object event 10 Configuration Limit. Object events include insert, update, and delete. This limit describes the maximum number of custom triggers that can be deployed per object, for each of the event types.
Custom code class files per Vault 1000 Configuration Limit
Items in Java collections, lists, set, and maps 10000 Runtime Limit. After the limit the code will timeout, and the operation will be aborted.
Number of records per trigger invocation 500 All triggers will include a maximum of 500 records per trigger invocation

Vault Query Language (VQL)

Threshold Description Threshold Additional Information
Query string length - POST method 50000 Characters The maximum length of the query to be submitted when using it as the body of an API Call with the POST method.
Query string length - GET method 6000 Characters The maximum length of the query to be submitted when using it as a URL parameter with the GET method.
Concurrent queries / query page requests per user per Vault 5 Vault restricts the number of concurrent queries and query page requests each user can make per vault.
Query request timeout 30 Minutes Queries that fail due to timeout cannot be retired for 24 hours

Vault Management

Scheduled Data Exports

Threshold Description Threshold Additional Information
Objects that can be included in export 30 Runtime Limit. Any existing Vaults that have used or configured Scheduled Data Exports before this release will not have this limit.