Help Center
How everything works
Detailed, plain-spoken guides to every feature — from photographing your first document to sharing a finished profile with a buyer.
Getting started
Documents & AI
Uploading documents (and photographing paper)Every way to get files in — drag and drop, phone camera, email, and cloud drives — and what happens after.Read Emailing documents to your vaultYour business has a private email address — anything sent to it lands in the vault and processes automatically.Read Importing from Dropbox, Google Drive & OneDrivePull documents straight from your cloud storage without downloading and re-uploading.Read The Document Vault: search, review & retryWhere every document lives — with AI search, extraction details, review confirmation, thumbnails, and retry.Read How the AI reads your documentsWhat actually happens between upload and extracted data — OCR, extraction, confidence, and what the AI will never do.Read
Your business record
Business Data: fixing and adding records by handThe tables behind your business record — review AI extractions, correct them, and add what only you know.Read Capturing know-how by voiceTalk for three minutes, get a written procedure — the interview questions, recording, and editing SOPs.Read The History timeline & Legacy BookThe story of the business, told properly — auto-built from your documents, editable by you.Read
Deal room & sharing
Generating your business profileHow the buyer-facing profile is drafted, what's in it, how to regenerate it, and the PDF export.Read Share links: tiers, expiry & view limitsThe four access tiers, how the NDA gate works, setting expiry and view caps, and reading the access log.Read Buyer document requestsHow serious buyers ask for specific documents, and how you approve or decline — nothing is ever auto-shared.Read