Search across multiple record types
Move between contacts, documents, spreadsheets, templates, and charts from a single browser instead of opening separate tools first.
Core PlatformUnified record browser
Data Vault Find the right record without bouncing between tools.
Data Vault brings your business records into one searchable workspace so you can move from a client to their files, documents, spreadsheets, and related work without losing context.
- Collection tabs
- Contacts, files, docs, sheets, charts
- Record context
- Related contacts and linked records
- Fast actions
- Open, preview, tag, archive, drag
Why It Matters
One place to browse the records your team actually works from.
The product source shows Data Vault combining server-side search, collection-specific filters, record previews, metadata panels, and widget-aware navigation in a single surface.
Switch between contacts, documents, files, spreadsheets, templates, and charts from one filter bar.
Narrow large result sets with search, status filters, contact filters, and saved query state.
Open the right destination quickly, including linked contacts and widget-specific editors.
Review metadata such as file type, upload date, tags, custom fields, and generated descriptions when available.
What You Can Do
Concrete capabilities, not generic promises.
Understand each item before you open it
Preview filenames, related contacts, tags, status, upload dates, and other metadata so you can pick the right record faster.
Take action from the list
Select multiple items, manage tags, open linked records, and route documents, spreadsheets, and files into the next step of your workflow.
Carry context into connected tools
Drag supported items into other workspace surfaces so research, drafting, and review can start with the exact records you selected.
Key Workflows
How teams use Data Vault in real work.
Client handoff review
Start with a contact, then move through the supporting records that belong to that relationship.
Step 1: Search or filter down to the right contact or related record.
Step 2: Open linked documents, spreadsheets, and files from the same workspace view.
Step 3: Use previews and metadata to confirm you are sharing or editing the right asset.
Cross-team asset retrieval
Pull together the documents and files needed for a proposal, project update, or internal review.
Step 1: Switch collection tabs to gather records from multiple modules.
Step 2: Use bulk selection and tags to organize the current set.
Step 3: Send the selected items into the next workspace action without rebuilding the list manually.
Who It Helps
A better fit for teams that want connected work.
- Operations teams that need one dependable lookup surface.
- Client-facing teams that jump between contacts, files, and working documents.
- Owners who want faster retrieval without teaching staff five different navigation patterns.
Connected Modules
Contacts
Open people and related companies directly from the vault list.
Documents and templates
Jump from the vault into editing flows for active content and reusable assets.
Files and spreadsheets
Carry uploads, previews, and structured working data into the next step quickly.
Next Steps
See how Data Vault fits into the rest of Taffy Tree.
Feature pages work best together because the product does too. Follow the related paths below or book a walkthrough tailored to your workflow.