Every Document, Linked to the Transaction It Belongs To
Your Audit Trail Is Only as Strong as Your Documentation
How It Works
Documents That Live Where the Work Happens
In most organizations, documents and financial records live in separate places. When an auditor asks for backup documentation for a grant expense, finding it requires detective work. Vault eliminates that by storing documents in context, attached to the records they belong to.
Attach the award letter and grant agreement directly to a grant record in Compass. Store donor acknowledgments on the gift record. Link board resolutions to the transactions they authorize. Role-based access ensures sensitive documents are visible only to authorized users, while retention policies flag documents for review at the end of their required retention period.
Document Management Questions
Vault supports all common document formats including PDF, Word, Excel, and image files. Documents are stored with version history, so you can always access prior versions of an updated document.
Vault uses role-based access control. Finance documents can be restricted to accounting staff, grant files made accessible to program managers, and board materials limited to leadership. You define the rules; Vault enforces them.
When a funder requests documentation, Vault lets you pull every document associated with a specific grant in one place: the award letter, agreement, budget modifications, expense backup, and final report. Because these documents are linked to the grant record connected to fund accounting data, you can demonstrate both financial accuracy and supporting documentation at the same time.
Storage allocation is based on your Unity subscription tier. Most nonprofits Unity serves have more than sufficient storage for active documents and compliance records. Unusual document volumes can be discussed during onboarding.