PRODUCT / DOCUMENT VAULT
The right document. The right access.
Keep client files connected to the work they support.
Optional / configured module
Less searching. More progress.
Organise documents with client context and the configured Google Drive or vault integration. Review sharing permissions before sending a file.
Client-centred document organisation
Google Drive integration where enabled
Controlled sharing and access review
credbit practice / workspace preview
ILLUSTRATIVEYOUR CONNECTED WORKSPACE
Documents overview
● In focus
Client portfolio128clientsOne connected view
Due this week24tasksClear next actions
Work on track91%Illustrative data
Client workToday ↓
CLIENT / ENGAGEMENTSTATUS
SASample Advisory LLPClient onboardingIn progress
ETExample TradersDocument reviewReview
DPDemo ProfessionalsBilling follow-upAssigned
Practice pulseWork across your week
M T W T F S S
Clear ownership. Connected context. A better next action.
A practical workflow
Start small, verify the result and make it repeatable.
01
Set the context
Choose the client, work or configuration that the workflow relates to.
02
Assign and verify
Confirm access, ownership and the settings available in your workspace.
03
Review the outcome
Check the result and keep the next action clear for your team.
Learn the workflow
Focused help for the people using it.
documents vault
Connect the intended Google Drive account
Confirm which account and storage location your practice is authorised to use.
Read the article documents vaultOrganise client documents consistently
Consistent file naming makes later retrieval easier.
Read the article documents vaultReview document sharing
A document link may grant more access than intended.
Read the articleYOUR NEXT CHAPTER
Make room for better work.
Explore the fit for your practice before choosing a workspace.