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Document management · validation and signature

Vault

Your documents, stored, searched and signed. With control.

Vault stores and finds any document instantly, and adds what a cloud drive doesn't: validation, approval and electronic signature workflows, with an audit trail of every action. Like a Drive, but with real document governance.

✓Powerful storage and search✓Validation and approval workflows✓Electronic signature with audit trail✓Role-based permissions and access control
A Drive, but with workflowsStore · Search · Validate · Sign

Vault is a document management system with validation and signature: store, search, validate and sign documents through approval workflows backed by a full audit trail. Think of it as a more capable corporate Drive, built for teams that need control, permissions and clear evidence of who approves and signs each document.

What it is

What is Vault?

Definition

Vault is a document management system (DMS) that combines the fast storage and search of a cloud drive with validation, approval and electronic signature workflows, recording an audit trail of every action taken on a document.

Saving files to a shared folder is easy; the hard part is knowing who approved them, which version is the right one and whether they're signed. That's where a cloud drive falls short. Vault starts from that same convenience, you upload, organize and find files instantly, and adds the control, permissions and audit trail a corporate document needs when it matters who does what.

With Vault, a document isn't just stored: it moves through a workflow. It's sent for validation, passes through each role's approvals, is signed electronically and is archived with its full history. Within the group it pairs naturally with Captodocs: if Captodocs turns your documents into data with OCR and AI, Vault safeguards and governs those documents throughout their entire life.

How it works

From stored file to signed document.

The simplicity of a Drive with the governance a corporate document demands.

01

Upload and organize

Upload documents and arrange them by folder, tag and metadata. Every file is classified and kept under version control.

02

Find it instantly

Locate any document by name, content or metadata in seconds, without getting lost in folders.

03

Validate and approve

Route the document through a validation workflow with the role-based approvals you need, in sequence or in parallel.

04

Sign and archive

Sign electronically within the workflow and archive the document with its complete history and evidence.

What it adds

What a shared drive never gave you.

Order, control and confidence over every document in your company, without giving up convenience.

Search

Find it instantly

Locate any document by name, content or metadata in seconds. No more digging through folders.

Validation

Role-based workflows

Define who validates and approves each type of document, in sequence or in parallel, without chasing anyone over email.

Signature

Electronic signature

Sign within the workflow itself, with evidence of who signed and when. The document comes out signed and archived.

Security

Role-based permissions

Each person sees and does only what's theirs to do. Granular access control over folders and documents.

Audit trail

Complete history

Versioning and a record of every action: who uploaded, validated, approved or signed. Effortless auditing.

Integration

With your ecosystem

Fits with your ERP and with Captodocs to close the loop from document to data and from data to governance.

Use cases by team

Who needs to govern their documents.

Wherever a document has to be approved and signed, Vault brings order.

Finance

Invoice and contract approval

Spend and contract approval workflows with signature, recording evidence of every sign-off.

HR

Personnel documentation

Contracts, payslips and communications with employee signature and secure per-person archiving.

Legal and contracts

Signature lifecycle

Manage negotiation, versions and contract signing with a complete legal audit trail.

Quality / ISO

Version control

Standardized documentation with approvals and a clearly current version, ready for audits.

Leadership

Sign from anywhere

Approve and sign whatever needs your sign-off, with no paperwork or delays, wherever you are.

Operations

Procedures and evidence

Centralize procedures and operational documentation with role-based access and a change log.

Glossary

Key document management terms

DMS
Document Management System: software to store, organize, control and govern documents.
Validation workflow
A defined flow in which a document passes through reviews and approvals before being deemed valid.
Electronic signature
A mechanism that links a person to a document, recording legal evidence of their consent.
Versioning
Control of a document's change history, keeping the current version clear at all times.
Worth knowing

What to know before you start

How is it different from Google Drive or a shared drive?
Beyond storing and searching, it adds validation, signature and approval workflows with a complete audit trail, something a shared drive doesn't offer.
Can it sign documents?
Yes. It includes signature and approval flows so every document ends up signed and recorded, with its associated history.
Which teams is it built for?
For administration, HR, legal and leadership: any team handling documents that need to be reviewed, approved and kept in order.
FAQ

Everything you usually ask about Vault

What is Vault?
A document management system (DMS) that combines the fast storage and search of a cloud drive with validation, approval and electronic signature workflows, with an audit trail of every action.
How is it different from Google Drive?
It stores and searches like a cloud drive, but adds what a Drive lacks: role-based validation and approval workflows, electronic signature, versioning and an audit trail to govern the document lifecycle.
Can it sign documents?
Yes. It includes electronic signature within the approval workflows, so a document is validated, approved and signed without leaving the tool, with evidence recorded.
How is it different from Captodocs?
Captodocs captures and extracts data from documents using OCR and AI (document to data). Vault safeguards, organizes and governs those documents: storage, search, validation, approval and signature. The two complement each other.
Can you control who accesses each document?
Yes. Vault offers role-based permissions and granular access control over folders and documents, plus a history of who did what.
How do I try it?
It's a product from the Ecofin Cloud group. Get in touch and we'll set up a demo with your real workflows.

Stop hunting for the right version (and chasing signatures).

We'll walk you through Vault using a real workflow from your company: upload, validate, approve and sign, with everything tracked.

Stop hunting for the right version (and chasing signatures).

We'll walk you through Vault using a real workflow from your company: upload, validate, approve and sign, with everything tracked.