Platform & Founder · Document Vault

Documents

Store, route, review, and audit agency documents — contracts, onboarding packets, billing agreements, migration files, signed BAAs, personnel records, and compliance evidence — with full version history and access controls.

Connected Modules4Cross-platform integrations

Operator Roles5Day-to-day users

Workflow Stages8Steps in operational flow

OnboardingActivates at Step 2When this activates

Buyer Value

Every document your agency needs to operate — from the BAA to the billing contract to the personnel file — lives in one auditable vault. Retrieve any document in seconds and share it securely with one link.

Operator Roles5 roles

Agency administrator
Billing manager
HR coordinator
Compliance officer
Founder

Operational Workflow8 stages

01Document uploaded
02access control set
03routing applied
04recipients notified
05review completed
06signature collected
07final version stored
08audit trail preserved

Real Screenshot ProofCAPTURED

Current Adaptix Documents screen — Current Adaptix Documents document vault screen

Operational Use Cases4

Contract and agreement storage
Onboarding document routing
Billing document management
Compliance evidence archiving

Key Features4

Document vault
Version history
Access controls
E-signature workflow

Connected Modules4 integrations

Documents writes to and reads from the following Adaptix workspaces:

ePCR
Billing
Compliance
Founder OS

Compliance & AuditENFORCED

Tenant-scoped data isolation enforced server-side
PHI access and mutation events written to the platform audit log
Role-based authorization checked on every protected route
Records retained per agency retention policy

Pricing & OnboardingREAL TERMS

Pricing: Included in all tiers. E-signature workflow requires Standard or above.
Onboarding: Activates at Step 2. Onboarding documents (BAA, service agreement, data migration packet) are the first documents stored here.

Initiate

See Documents in your operation

Request a guided walkthrough of Documents, review the public product story, or launch the protected workspace through auth.

Request Demo Agency Login

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