Choose the right category
Identify the right category for your document and add the information that helps organise it.
YOUR BUSINESS DOCUMENT VAULTAll your documents.
All your documents.
A place for each one.
Administration, legal, tax and management: find your business documents in an organised space.
Upload documents in your client workspace after signing in.
Six categories, one clear structure.Every document has its place.
ORGANISATION THAT MAKES SENSEYour documents,
Your documents,
clearly separated.
Choose a category to see the types of documents it can contain.
Administrative
Your business reference documents.
- Administrative correspondence
- Certificate received
- Business identification document
These examples illustrate the categories; they are not a list of required documents.
Legal
The documents that support your business framework.
- Articles of association
- Minutes
- Contract
These examples illustrate the categories; they are not a list of required documents.
Tax
The documents for your tax follow-up.
- Filed declaration
- Proof of payment
- Tax correspondence
These examples illustrate the categories; they are not a list of required documents.
Management
Useful information for running your business.
- Activity tracker
- Budget
- Meeting report
These examples illustrate the categories; they are not a list of required documents.
Purchases
Documents received from your suppliers.
- Supplier invoice
- Supplier purchase order
- Proof of purchase
These examples illustrate the categories; they are not a list of required documents.
Sales
Documents intended for your customers.
- Customer invoice
- Quote
- Delivery note
These examples illustrate the categories; they are not a list of required documents.
A CLEAR CONTINUATIONFrom upload to follow-up,
From upload to follow-up,
one consistent approach.
A well-organised document is easier to find when discussing a matter or reviewing information.
Upload in your workspace
After signing in, upload the documents for your business and specify their category.
Find and follow up
View document information, its version and related conversations according to your permissions.
THE RIGHT ACCESS, IN THE RIGHT PLACEUseful organisation.
Useful organisation.
Controlled access.
The vault is available from the client workspace. Your team and adviser see the same authorised documents for a shared follow-up.
- The right scopeEvery document stays linked to its business.
- The right peopleAccess depends on the permissions assigned to each user.
- The right conversationsInternal adviser documents and messages stay separate from information shared with the client.
Preparing an upload?
Your team helps you organise your first categories and your access.