Getting started

A five-minute quick start

The fastest path from empty vault to organized, searchable documents.

4 min read · Updated July 13, 2026


Here is the shortest path to a vault that already earns its keep. Five steps, about five minutes.

  1. 1Upload a stack. Drag a handful of PDFs and photos onto the vault, or use the Upload button. See Upload your first document.
  2. 2Check the categories. Each file lands in a category. Open one that looks off and move it, categories are how you browse later.
  3. 3Add a tag or two. Tags like 2025 or car cut across categories and make filtering instant.
  4. 4Try a search. Type a word you know is *inside* a document, not just in its name. OCR makes the contents searchable.
  5. 5Save a view. Filter to something you look at often, then save it as a view for one-click access later.

Tip

Once the shape clicks, try sharing a document or getting one signed without leaving your vault.

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