Documents & AI

Where your documents go (Files, folders and the Vault)

XOsign reads every upload and files it by what it is — agreement, invoice, certificate, letter. Search looks inside the document, not just at its name, and compliance paperwork lives in the Vault with its expiry dates watched.

1-minute read

Nobody wants to pick a folder. So XOsign doesn’t ask: it reads what you uploaded, works out what kind of document it is, and puts it where that kind belongs. You can always move it.

Search reads inside

Search for a company name and you’ll find the contract saved as Scan_2026_004, because XOsign already knows who the parties are. You don’t have to remember what the file was called.

The Compliance Vault

  • Insurance certificates, licences and waivers have their own home rather than sitting loose in Files.
  • Expiry dates are watched for you, so a lapsed certificate surfaces before it becomes a problem.
  • You can send a request to whoever owes you the document instead of chasing it by email.

Filing is a convenience, not a compliance guarantee. XOsign is an information platform — it tells you what it sees; deciding what your obligations are is still yours.

XOsign provides AI-assisted document tools and is not a law firm. This article is general product information, not legal advice.

Still need a hand?

Contact support
Where your documents go (Files, folders and the Vault) · XOsign