Stored in this browser only

Files stay on this device/browser. No synchronization. No automatic backup. Keep your own copies. Deleting the app or browser data, or losing the device, can permanently erase your files.

Local demo mode

Sample data only. Selected files never leave this browser: they are not uploaded, stored, scanned or shared, and every change resets when the page reloads. Overview, Library, Upload, Review and Activity show sample content that is not stored. Your real documents are in My vault.

Open My vault

Activity

Track uploads, document requests, review decisions, visibility updates, and deletions across the portal.

Total files

Pending review

Approved

Rejected / needs changes

Storage used

10.4 MB

Activity feed

Uploads, requests, reviews, approvals, visibility updates, and deletion events.

portal

Signed service agreement.pdf

Avery Brooks uploaded a client document

May 6, 2026 · uploaded a client document: Contracts

Signed agreement

Priya Nair requested a document from the client

May 6, 2026 · requested a document from the client for Morgan Hale

Client ID verification.png

Elena Rossi started client review

May 5, 2026 · started client review: Identity

ID document

Elena Rossi requested a document from the client

May 5, 2026 · requested a document from the client for Jordan Lee

March account statement.pdf

Jordan Lee approved a client document

May 4, 2026 · approved a client document: Statements

Project approval memo.docx

Priya Nair requested changes

May 3, 2026 · requested changes: Approvals

Shared onboarding notes.pdf

Avery Brooks updated client visibility

May 2, 2026 · updated client visibility: Shared notes