---
title: "Data Vault Feature · Taffy Tree"
meta:
  "og:description": "Browse contacts, documents, files, spreadsheets, and templates from one searchable workspace in Taffy Tree Data Vault."
  "og:title": "Data Vault Feature"
  "twitter:description": "Browse contacts, documents, files, spreadsheets, and templates from one searchable workspace in Taffy Tree Data Vault."
  "twitter:title": "Data Vault Feature"
  description: "Browse contacts, documents, files, spreadsheets, and templates from one searchable workspace in Taffy Tree Data Vault."
---

**Core Platform****Unified 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.

[**Book a Demo **](/demo) [**Back to Features **](/features)

<dl>

<dt>**Collection tabs**</dt>
<dd>**Contacts, files, docs, sheets, charts**</dd>

<dt>**Record context**</dt>
<dd>**Related contacts and linked records**</dd>

<dt>**Fast actions**</dt>
<dd>**Open, preview, tag, archive, drag**</dd>
</dl>

![Taffy Tree Data Vault showing a unified list of records with filters and related item details.](/images/taffy-tree-screens/taffy-tree-data-vault.png)

**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. **

### **Search across multiple record types**

Move between contacts, documents, spreadsheets, templates, and charts from a single browser instead of opening separate tools first.

### **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. **

[**See the workflow live **](/demo)

### **Client handoff review**

Start with a contact, then move through the supporting records that belong to that relationship.

1. **1**

   Step 1: Search or filter down to the right contact or related record.
2. **2**

   Step 2: Open linked documents, spreadsheets, and files from the same workspace view.
3. **3**

   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.

1. **1**

   Step 1: Switch collection tabs to gather records from multiple modules.
2. **2**

   Step 2: Use bulk selection and tags to organize the current set.
3. **3**

   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.

[**Request a Demo **](/demo) [**View Pricing **](/pricing)