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

Upload document / Request documents

Stage documents, collect metadata, and create tracked requests for Clients.

Guided upload

Confirm metadata first, then select files and review the completed local demo records.

Metadata

Select files

Review / complete

Metadata

These values are applied to each file selected in the next step.

Request category

Visibility

Uploaded by

Description

Request documents

Create a tracked request with owner, due date, priority, and activity history.

Requested document type

Assigned Client

Due date

Priority