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.

Was this article helpful?

Stoatify sends only this article's route and your Yes or No choice.

Ready to try it?

Open your vault and put this into practice.

Open app