Product help

Support articles for the live product surface.

Current guidance for uploads, verification, reminders, and related product workflows.

Support scope

Help stays product-specific

This support surface stays focused on current public product behavior and remains outside search indexing.

01

billing

Billing and plans

How billing contacts, invoices, and commercial changes are handled.

02

employee

Employee Hub (field view)

What field staff can do: view documents, use their QR pass, and upload when requested.

03

exports

Exports and audit evidence

Download CSV/PDF evidence with status, site, and expiry details.

04

onboarding

Getting started

First-day setup: configure a workspace, invite the team, issue your first upload link, and review the result.

05

status

How statuses are set

Valid, Expiring, and Expired logic, and how to override.

06

uploads

Magic link FAQ

Answers to common questions about invite links for vendors and workers.

07

dashboard

Main dashboard tour

Read the health strip, calendar, and site filters to know what needs attention.

08

records

Managing vendors and workers

Keep party records clean, tie documents to sites, and control QR verification.

09

verification

QR pass and field verification

How QR codes prove compliance on site and what info is shown.

10

reminders

Reminders and notifications

Default cadence, how to pause, and how to change contacts.

11

account

Roles and permissions

Who can invite, approve, export, and manage billing.

12

security

Security and data handling

How Vaultaproof protects uploaded documents and account access.

13

uploads

Self-upload links (vendors and workers)

How recipients use magic links to upload from phone or desktop without an account.

14

configuration

Sites, jurisdictions, and locale behavior

How sites, jurisdictions, and language preferences work.

15

troubleshooting

Troubleshooting uploads

Fix common issues with magic links, file quality, and OCR.

16

uploads

Uploading documents (magic link and manual)

Two ways to collect operational documents: issue a link or capture on the spot.

17

support

Using the in-app Help launcher

How to search articles and contact support from inside the app.