Getting Started: Document Vault Checklist

Document Vault checklist

• Confirm residents have claimed flats so they can access society features
• Open Admin → Documents
• Upload byelaws (registered copy) visibility members, then publish
• Upload latest approved minutes and financials members are entitled to see
• Keep draft treasurer files admins_only and unpublished until the committee approves
• Add insurance and key contracts (admins_only unless members should have copies)
• Post a notice: "Official records are on Documents not WhatsApp"
• Share /documents with residents
• Brief the new committee: publish via document visibility update so changes are audit-logged
• Archive superseded files with a reason instead of deleting history
• Review file sizes (max 25 MB) and formats (PDF, images, Office docs) before bulk upload

Admin guide · How it works · Pricing.