Quickly find a document

A document is only valuable if you can find it at the right time. The vault is designed for this: it doesn’t just store, it helps you locate the right document in seconds, even when you’ve forgotten what you named it.

Search by content

When added, the content of your documents is recognized to become searchable. You can therefore type a word that appears <em>in</em> the document, such as a supplier name, contract number, or city, and find it without knowing its exact filename. This is particularly useful for an invoice or certificate buried among dozens of others.

Filter by folder

When you roughly know what you’re looking for, the fastest way is often to go through the folder. Open Insurance, Tax, or Payslips, and you immediately narrow the list down to relevant documents. This is where the value of a well-organized vault becomes clear.

Navigate using badges

Validity badges also help visually sort documents. A quick glance is enough to spot documents marked Expires soon or Expired, without having to open each file.

Learn more about validity badgesVerified, Expiring soon, Expired: what each badge means.

Link a document to a transaction

You can attach a document to an account transaction, for example, an invoice to the corresponding purchase. You can then find the supporting document directly from the transaction, which is invaluable for a warranty or reimbursement. Conversely, a recently added document also appears among your recent documents on the dashboard.

Tips to never search again

• Give your documents a clear name when you add them: the date and the nature are often enough.
• File each document in the right folder from the start, this is the effort that pays off most.
• Enter expiration dates to take advantage of sorting by badge.
• Link important supporting documents to their transaction when relevant.

Organize your documents and folders wellThe best search starts with good filing.