Vault - File Storage

The Vault is your centralized document storage in Midday. Store contracts, receipts, statements, and any business documents—all searchable and organized.

What is the Vault

The Vault is a secure file storage system built into Midday. Unlike your inbox (which captures receipts for transaction matching), the Vault is for any document you want to keep:

• Contracts and agreements
• Tax documents
• Business licenses and permits
• Bank statements
• Legal documents
• Team documents
• Any file you need to access later

Access the Vault

1. Go to Vault
2. You'll see all your stored documents
3. Use search and filters to find what you need

Upload documents

Drag and drop

1. Open the Vault
2. Drag files directly into the window
3. Files upload automatically

Click to upload

1. Click the Upload button
2. Select files from your computer
3. Files upload automatically

Supported file types

The Vault accepts common business document formats:

• Documents: PDF, DOC, DOCX
• Spreadsheets: XLS, XLSX, CSV
• Images: JPG, PNG, HEIC
• Other: Most common file formats

Organize with tags

Tags help you categorize and find documents later.

Add tags

1. Click on a document
2. Click Add tag or the tag icon
3. Select existing tags or create new ones
4. Save

Create a tagging system

Consistent tags make documents easier to find:

• By type: contract, receipt, tax, legal
• By year: 2024, 2025
• By client: acme-corp, client-b
• By status: signed, draft, expired

Filter by tags

1. Use the filter panel
2. Select one or more tags
3. View matching documents

Search documents

The Vault search looks through:

• File names
• Tags
• Document metadata

Type in the search box to find documents instantly.

Connect documents to transactions

Link Vault documents to specific transactions for a complete audit trail:

1. Open the document in the Vault
2. Click Link to transaction
3. Search for and select the transaction
4. The document is now attached

This is useful for:

• Attaching contracts to related payments
• Linking statements to reconciliation
• Connecting any supporting document to a transaction

Vault vs. Inbox

Feature	Vault	Inbox
Purpose	Long-term document storage	Receipt capture and matching
Matching	Manual linking to transactions	Automatic AI matching
Organization	Tags and folders	Status-based (pending, matched)
Use case	Contracts, statements, any documents	Receipts, invoices for bookkeeping

Use both:

• Inbox for receipts that need to match transactions
• Vault for documents you want to keep and organize

Download documents

1. Click on any document
2. Click Download
3. The file downloads to your computer

You can also download multiple files by selecting them and using bulk actions.

Delete documents

1. Click on the document
2. Click Delete
3. Confirm deletion

Deleted documents are removed permanently. Make sure you have backups of important files before deleting.

Storage and limits

Your storage limit depends on your plan. Check your current usage in Settings → Billing.

If you're approaching your limit:

• Delete documents you no longer need
• Compress large files before uploading
• Upgrade your plan for more storage

Security

Your documents are stored securely:

• Encryption: Files are encrypted at rest and in transit
• Access control: Only your team members can access your Vault
• No public access: Documents are never publicly accessible

Tips

• Upload regularly: Don't let documents pile up—upload as you receive them
• Tag consistently: A good tagging system saves time later
• Use descriptive names: Rename files before uploading for easier search
• Back up critical documents: The Vault is secure, but keep copies of irreplaceable documents

Coming from another tool

If you're migrating from Dropbox, Google Drive, or another storage system:

1. Download your business documents
2. Organize them by type or date
3. Upload to the Vault in batches
4. Add tags as you upload