Security & Compliance
Document VaultNew
Secure document storage, classification, search & sharing
What it does
Encrypted file storage with auto-classification, retention policies, audit log, legal-hold, OCR, semantic search, and share permissions you set per folder.
Where it lives in the app
Once authenticated, the module is reachable at /document-vault. Activation is gated by the document-vault addon — owners can toggle it from Settings → Addons.
Permissions
Module access is governed by the workspace permission scheme. Owners have full access; admins and managers are granted read and write by default; users get module-specific scopes. The full permission matrix is exposed in Security.
Integrations
Every module shares the workspace's contacts, calendars, audit log, and ZI² Hybrid encryption. Cross-module integrations include: contacts auto-link to deals and emails; bookings create calendar events with attendees; invoices reference deals, contacts, and merchant accounts; documents respect organization retention policies.