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The page starts with library health (counts, untagged files, storage), then work (folders + document cards), then insights for gaps.
Documents page showing library health and document cards

Documents

Pages and files

The library has two kinds of documents:
  • Pages — native SquadVault notes you write in the browser (playbooks, briefings, ops notes). Click a page to open the editor workspace. Changes save automatically.
  • Files — uploaded PDFs, Word, Excel, text, or images. Preview and download stay as they are.
Pages use the same folders, tags, team labels, and sharing as files.

Visibility and sharing

Documents are private by default. Only organization owners, admins, and managers, plus the uploader, can see a document until it is shared. Share a document with:
  • a person
  • a team
  • everyone in the organization
Each share can grant view (read-only page, or preview/download for files) or edit (page body plus name, tags, folder). Only privileged roles and the uploader can delete, replace a file, or manage sharing.

Write a page

  1. Open Documents.
  2. Click New page.
  3. Write in the editor. The page saves as you type.
Coaches and members can edit a page only after it is shared with edit.

Import Word as a page

Use Import Word (or Open as a page on an existing .docx card) to turn a Word file into a SquadVault page. Word import keeps text, headings, and lists. Complex formatting, comments, headers/footers, SmartArt, and images are skipped. This is not a 1:1 Word copy, and SquadVault does not export back to Word. Legacy .doc files stay as files. Only .docx can be imported.

Upload a file

  1. Open Documents.
  2. Choose a folder (optional) and click Upload file.
  3. Add a name, optional description, tags, optional team label, and folder.
  4. Save the document record.
Uploads use private storage. Preview and download always go through signed SquadVault URLs.

Organize with folders and tags

  • Create nested folders in the left tree. Empty folders can be deleted when they contain no documents or subfolders.
  • Create custom tags per organization (for example Playbook, Contract) and assign them on upload or edit.
  • Team labels remain optional filters; they do not grant access — use sharing for that.

Use documents in workflows

  • Link documents from calendar events when a scrim or meeting needs a playbook.
  • Search and filter by name, page content, team label, and tag.
  • Update tags or move files into folders instead of uploading duplicates.

Storage limits

Document storage and max file size scale with your plan (Starter starts at 500 MB library / 25 MB per file). Pages do not count against S3 storage. The Documents module is included on Starter; upgrade if you need more file space.

Tips

  • Prefer clear names (Team A — Week 12 playbook) over generic filenames.
  • Share playbooks with the roster team; keep contracts limited to managers.
  • Untagged files and teams without documents show up under Insights.

API

Bots and scripts can upload files through the Public API using a three-step flow (presign → upload → create). Native pages and Word import are not available on the Public API. See Upload a document.