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Documents & Vault

Upload, organise, and share files securely with nested folders and client visibility controls.

4 articles in this category

Uploading and organising files and folders

Updated 11 July 2026 · 4 min read

AI-powered document data extraction

Updated 11 July 2026 · 2 min read

Controlling client and staff visibility for documents

Updated 11 July 2026 · 2 min read

Previewing and downloading documents

Updated 11 July 2026 · 2 min read