Getting Started
Workspace Vault
Store, categorize, and manage workspace documents and attachments securely.
The Vault serves as Qyri's central document repository for your workspace. Store contracts, proposals, tax filings, legal agreements, and corporate documentation securely in one place.
Features
- Document Store — Upload and categorize files by type, tag, or associated business department.
- Record Attachments — Access documents linked across deals, vendor bills, purchase orders, and company profiles.
- Search & Filter — Instantly search document names, tags, and date uploaded.
- Permission Access — Role-based access ensures sensitive documents remain protected.
Managing Files in Vault
- Navigate to Vault from the sidebar under Management.
- Click Upload Document to add new files.
- Organize files by assigning categories or linking them to relevant CRM entities and financial transactions.