Add a document to your vault
Updated on 18 June 2026
Scan or import your invoices, contracts, and statements into your secure vault in seconds.
The vault brings all your important documents together in one place, secure and accessible anywhere. You can add them by scanning or importing from your device.
Scan a document (iPhone and iPad)
Open the vault
Go to the Documents section, then choose Scan.
Frame your document
The capture detects the edges automatically. Add several pages if needed.
Confirm
The document is added and its content is recognized to make searching easier.
Import a file
Choose Import
From the vault, select a file already on your device.
Select the file
Images and PDFs are supported.
Confirm the addition
The document joins your vault and can be filed in a folder.
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