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Document Vault

Collect, organize, approve, and share client documents from one secure workspace.

CROTMS ties document uploads, request tracking, approval actions, folder navigation, and portal sharing into one system so teams can keep records controlled without creating file chaos.

Request Demo See document flows
Upload and share Folders and requests Approval and portal control
Document control center
Requests Approvals Portal
Document requests Lifecycle, due dates, reminders Track collection work from one register.
Client portal files Folders, file access, shared records Only approved shared documents reach the client side.
Total requests 248 Across active clients
Awaiting approval 19 Ready for review
Shared files 426 Visible in client portal
Vault Requests Approvals Portal Folders
Upload control Choose location, attach file, and decide whether clients can see it.
Approval queue Review uploaded document requests before they move further.
Document uploads Request register Approval queue Client portal sharing Folder navigation Access control
Vault Coverage

Built from the real document workflows already present in your app.

This page reflects the actual shape of CROTMS document handling: add files in the client workspace, create and filter document requests, process approvals, and expose only the right files in the client portal.

Controlled uploads

Add documents to the right client and folder with title, description, file attachment, and client-visibility controls in one flow.

  • Folder-aware upload location
  • Title, file, and description fields
  • Explicit share-with-client toggle

Request operations

Track document collection work by client, type, date, due date, reminder timing, and lifecycle status from a central request register.

  • Filter by client, type, status, and flow
  • Quick request creation
  • Due-date and overdue visibility

Review and portal sharing

Approvals and portal access work together so teams can review incoming document activity and clients see only the records intentionally shared.

  • Approval queue for uploaded requests
  • Folder and file browsing in portal
  • Safer client-facing document access
Add Document Share control
Client Records Add Document Attach a document to the client workspace and choose whether it should appear in the portal.
Document details
Root folder
GST acknowledgement
Choose file
Monthly compliance proof
Visibility rule
Share this document in the client portal Only shared documents become visible after client login.
Upload and visibility are controlled together
Store Safely

The upload flow now matches the real document form instead of a generic file widget.

This public module is modeled from your actual `Add Document` screen: folder location, title, file attachment, description, and the key toggle that decides whether the client can access the file in the portal.

Folder location shown as part of the upload flow
File metadata fields represented clearly
Portal sharing toggle highlighted as the key safety control
Better conveys secure document delivery
Request Register Collection lifecycle
Document Requests Request lifecycle and reminders Track request status, due dates, and reminders in one operating screen.
Filter requests
Search client
GST certificate
Requested
Incoming
Create request
26-05-2026
30-05-2026
Total requests: 248 Overdue: 31 Approved: 162
Requests, filters, and timing belong on one screen
Track Collection Work

The request layer now reflects your real document register, not a made-up checklist.

I built this from the actual `Document Requests` hub: filter controls, quick request creation, request dates, due dates, statuses, and the kind of lifecycle metrics operators need to see fast.

Register filters shown as operational controls
New request creation represented in context
Due-date and overdue story made visible
Stronger positioning for request management teams
Approval + Portal Review and access
Document Approval Queue
ClientTypeActions
Arun KumarPAN copyApprove / Reject
Alpha TradersBank proofApprove / Reject
Client Portal Documents
Root / Compliance / FY 2026
Folder: ComplianceOpen
GST acknowledgement.pdfOpen
Engagement letter.pdfOpen
Review internally, then expose only what should be visible outside
Review and Deliver

The vault now shows both internal review and client-facing access as one connected system.

This section is based on the real approval queue and portal documents views. It shows the internal decision layer first, then the cleaner folder-and-file experience clients see after the right documents are shared.

Approval actions surfaced as a distinct review step
Portal folders and files shown as the delivery layer
Strong separation between internal and external visibility
Better communicates trust and document discipline
Who It Helps

One document layer for teams that need order, auditability, and safer sharing.

Use it across consulting, legal, finance, operational support, and any service business that handles client records, recurring document collection, and secure delivery.

Operations teams

Track request lifecycles, reminders, and overdue collection work.

Client service teams

Upload and share records without losing control over visibility.

Review teams

Approve or reject uploaded document activity from one queue.

Clients

Open the right folders and files through a cleaner portal experience.

Ready to Explore It?

Bring requests, files, approvals, and portal delivery into one document system.

Book a walkthrough View pricing