How Document Vault Works in Plinth

How Document Vault works in Plinth

Admins upload society documents to private storage and control who sees them. Residents browse only published documents marked members visibility. Every publish or visibility change is audited.

Admin: upload a document

1. Open Admin → Documents.
2. Tap Upload (or equivalent).
3. Enter a title and pick a category: byelaws, minutes, financials, resolutions, certificates, contracts, insurance, sop, or other.
4. Choose visibility:
   • admins_only committee and admins only (default for drafts).
   • members eligible for resident access once published.
5. Select a file (PDF, JPEG, PNG, WebP, Word, or Excel; max 25 MB).
6. Upload the file goes to the private documents bucket; metadata is saved in the documents table.

New uploads start unpublished. Residents cannot see them until you publish.

Admin: publish or change visibility

1. Open the document on Admin → Documents.
2. Set visibility (admins_only or members).
3. Toggle publish on when the file is final.
4. Plinth updates document visibility the change is logged in the society audit_log.

Rule: Residents see a document only when is_published is true and visibility is members.

Resident: browse and download

1. Open Documents.
2. Filter or browse by category.
3. Tap a document to download Plinth issues a 120-second signed URL to the private file.
4. Open or save before the link expires; request again if needed.

Residents never see admins_only or unpublished documents, regardless of category.

Admin: rename, unpublish, or archive

• Rename the title from the admin view.
• Unpublish requires a reason and removes resident visibility while keeping history.
• Archive requires a reason and preserves immutable committee records (no hard-delete path).

Admin guide · Resident guide · FAQ.