SecureVault Docs
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3 min read
Quick Start Guide
Get your SecureVault up and running in under 10 minutes. By the end of this guide, you'll have your first documents organized and a client portal ready to share.
What You'll Accomplish:
Upload your first document
See auto-filing in action
Create a client portal
Enable deadline detection
1
Set Up Your Vault
- Navigate to Apps → SecureVault Docs
- Click "Start Free Trial" or "Unlock"
- Choose your industry template for optimized folder structure
Accountants
Property Managers
Contractors
Legal
2
Upload Your First Document
- Drag and drop a file, or click "Upload"
- Watch SecureVault automatically detect the document type
- OCR extracts text and applies smart labels
What happens automatically:
Document Type:Tax Return (W-2)
Auto-Filed To:Clients / John Smith / 2024 / Tax Documents
Labels Applied:Tax, W-2, 2024, Urgent
3
Create a Client Portal
- Click "Create Portal Link" from any client folder
- Set a PIN code and expiry date for security
- Share the link via email or SMS - clients can upload directly
Pro Tip: Create a file request checklist to tell clients exactly what documents you need. No more back-and-forth emails!
4
Enable Deadline Detection
- Go to Settings → Deadline Detection
- Toggle on automatic deadline scanning
- Set reminder alerts (7 days, 3 days, 1 day before)
Tax filing dates
Lease renewals
License expirations
Contract deadlines
Insurance renewals
Permit expiries