Vault - Midday

Overview

The Vault is your centralized document storage system in Midday. Store receipts, invoices, contracts, and any business documents with military-grade encryption. Documents are automatically organized, searchable, and linked to relevant transactions.

Uploading Documents

Drag and Drop

The easiest way to add documents:

Navigate to Vault

Go to the Vault page from the sidebar.

Drag files

Drag files from your computer directly onto the Vault page.

Automatic processing

Files are uploaded, encrypted, and automatically categorized.

Upload Button

Alternatively, use the upload button:

Click the ”+” or “Upload” button
Select single or multiple files
Files upload with progress indicator

Supported File Types

const supportedTypes = [
  // Documents
  "application/pdf",
  "application/msword",
  "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
  
  // Spreadsheets
  "application/vnd.ms-excel",
  "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
  "text/csv",
  
  // Images
  "image/jpeg",
  "image/png",
  "image/gif",
  "image/webp",
  
  // Other
  "text/plain"
]

Files larger than 50MB will be uploaded in chunks for reliability. Maximum file size is 100MB.

Document Organization

View Modes

Switch between two view modes:

Grid View
Table View

// Visual grid with thumbnails
const gridView = {
  layout: "grid",
  columns: "auto", // Responsive
  showThumbnails: true,
  cardSize: "medium",
  quickActions: true
}

Perfect for visual browsing and image documents.

// Detailed list with metadata
const tableView = {
  layout: "table",
  columns: [
    "name",
    "type",
    "size",
    "uploadedAt",
    "category",
    "tags"
  ],
  sortable: true,
  filterable: true
}

Ideal for sorting, filtering, and bulk operations.

Toggle between views with the view switcher in the header.

Automatic Categorization

Midday automatically categorizes documents using AI:

type DocumentCategory = 
  | "invoice"       // Incoming invoices
  | "receipt"       // Purchase receipts
  | "contract"      // Legal contracts
  | "statement"     // Bank/financial statements
  | "tax"          // Tax documents
  | "other"        // Uncategorized

Documents are analyzed upon upload:

Content extraction (OCR for images/PDFs)
Pattern recognition
Entity detection
Automatic tagging

Search and Filter

Intelligent Search

Find documents instantly with powerful search:

Search Capabilities

Full-text search - Search within document content
Filename search - Find by document name
Metadata search - Search by date, size, type
OCR search - Search text extracted from images and PDFs

// Example search queries
const searchExamples = [
  "acme corp invoice",      // Vendor name
  "january 2026",           // Date range
  "receipt > 1000",         // Amount filter
  "pdf contract",           // Type + category
]

Filters

Narrow down documents with filters: Date Filters:

Last 7 days
Last 30 days
Last 90 days
Custom date range

Type Filters:

Documents (PDF, Word, etc.)
Spreadsheets (Excel, CSV)
Images (JPEG, PNG)
All types

Category Filters:

Invoices
Receipts
Contracts
Statements
Tax documents
Uncategorized

Tag Filters:

Filter by custom tags
Combine multiple tags
Exclude tags

Document Details

Metadata

Every document includes:

const documentMetadata = {
  id: "doc_123",
  name: "Invoice_ACMECorp_2026-02.pdf",
  type: "application/pdf",
  size: 245600,              // bytes
  uploadedAt: "2026-02-28T10:00:00Z",
  uploadedBy: "user_456",
  category: "invoice",
  tags: ["acme", "february"],
  
  // Extracted data
  extractedText: "...",      // Full text content
  entities: {
    amount: 1500.00,
    currency: "USD",
    date: "2026-02-28",
    vendor: "ACME Corp"
  },
  
  // Relationships
  transactionId: "txn_789",  // Linked transaction
  inboxItemId: "inbox_321"   // Source inbox item
}

Preview

Preview documents without downloading:

PDF Preview: Full in-browser PDF viewer
Image Preview: High-quality image display
Text Preview: Extracted text view
Thumbnail Generation: Automatic for all types

Previews are generated on-demand and cached for fast access. PDFs display with zoom, page navigation, and search.

Document Actions

Individual Actions

Actions available for each document:

View/Preview

Open document in viewer without downloading.

Download

Download original file to your device.

Link to transaction

Manually link document to a transaction.

Edit details

Update name, category, tags, or notes.

Delete

Permanently delete document (with confirmation).

Bulk Actions

Perform actions on multiple documents:

Select multiple documents (Shift+Click for range)
Bulk download as ZIP
Bulk delete
Bulk tag assignment
Bulk category change

Tagging System

Custom Tags

Organize documents with tags:

const tagging = {
  create: "Type to create new tag",
  assign: "Click to add to document",
  colors: "Auto-assigned colors",
  search: "Filter by multiple tags"
}

Tag Best Practices:

Use consistent naming (e.g., “Q1-2026” not “q1 2026”)
Create tags for projects, clients, or tax years
Tag documents as you upload them
Use tags instead of folder hierarchies

Smart Tags

Midday suggests tags based on:

Document content
Previously used tags
Linked transactions
Other documents in context

Storage & Security

Encryption

All documents are encrypted:

const security = {
  encryption: "AES-256-GCM",
  atRest: true,              // Encrypted in storage
  inTransit: true,           // TLS 1.3
  keyManagement: "HSM",      // Hardware security module
  zeroKnowledge: false       // We can't read your docs
}

Once uploaded, documents are immediately encrypted. Even Midday cannot access your documents without your team’s encryption keys.

Storage Limits

Storage limits by plan:

Free: 1 GB
Pro: 10 GB
Team: 50 GB per team member
Enterprise: Custom

Current Usage: See your storage usage in the Vault header.

Backup & Redundancy

Documents are automatically:

Replicated across multiple data centers
Backed up daily
Recoverable for 30 days after deletion
Versioned (future feature)

Integration with Transactions

Automatic Linking

Documents can be automatically linked to transactions:

From Inbox
Manual Upload

// Magic Inbox auto-links
const inboxMatch = {
  inboxItem: "inbox_123",
  attachment: "receipt.pdf",
  transaction: "txn_456",
  confidence: 0.92,
  status: "auto-linked"
}

When confirming an inbox match, the attachment moves to Vault and links to the transaction.

// Upload directly to transaction
const manualUpload = {
  source: "transaction-detail",
  transactionId: "txn_456",
  file: "receipt.pdf",
  linkStatus: "manual"
}

Upload from the transaction details page to auto-link.

Transaction Attachments

View linked documents from transactions:

Transaction detail page shows attached documents
Click to preview without leaving transaction view
Unlink or attach different documents

See Transaction Management for more details.

Collaboration

Team Access

All team members can:

View all team documents
Upload new documents
Tag and categorize
Link to transactions

Permissions

const permissions = {
  owner: ["upload", "view", "edit", "delete"],
  admin: ["upload", "view", "edit", "delete"],
  member: ["upload", "view", "edit"],
  guest: ["view"] // Read-only
}

Activity Log

Track document activity:

Who uploaded
When uploaded
Who viewed
Who made changes
Download history

Export Options

Bulk Download

Download multiple documents:

Select documents

Use checkboxes to select documents in table or grid view.

Click download

Selected documents are packaged into a ZIP file.

Download ZIP

ZIP file downloads with original filenames and folder structure.

Export to Accounting

Link documents to exported transactions:

Documents follow transactions to QuickBooks, Xero, etc.
Attachments included in export packages
Maintains links after export

Best Practices

Pro Tip: Upload documents as soon as you receive them. This ensures they’re safe, searchable, and ready to link to transactions.

Use descriptive filenames - Include vendor, date, and type
Tag immediately - Tag documents upon upload
Link to transactions - Connect receipts to their transactions
Regular cleanup - Archive or delete old documents
Leverage search - Use full-text search instead of manual browsing
Consistent categories - Let AI categorize or manually correct

Keyboard Shortcuts

U - Upload document
V - Switch view mode (grid/table)
/ - Focus search
Esc - Close preview
Space - Preview selected document
Shift + Click - Select range
Cmd/Ctrl + A - Select all

Troubleshooting

Upload failing?

Check file size (max 100MB)
Verify file type is supported
Check internet connection
Try uploading fewer files at once

Can’t find a document?

Clear all filters
Try different search terms
Check if it was deleted (recoverable for 30 days)
Verify you’re in the right team

Preview not loading?

Wait for processing to complete
Refresh the page
Try downloading instead
Check if file is corrupted

Storage limit reached?

Delete old documents
Archive to external storage
Upgrade to higher plan
Contact support for enterprise options

Get Started

Core Features

Integrations

Development

Documentation Index

​Overview

​Uploading Documents

​Drag and Drop

​Upload Button

​Supported File Types

​Document Organization

​View Modes

​Automatic Categorization

​Search and Filter

​Intelligent Search

Search Capabilities

​Filters

​Document Details

​Metadata

​Preview

​Document Actions

​Individual Actions

​Bulk Actions

​Tagging System

​Custom Tags

​Smart Tags

​Storage & Security

​Encryption

​Storage Limits

​Backup & Redundancy

​Integration with Transactions

​Automatic Linking

​Transaction Attachments

​Collaboration

​Team Access

​Permissions

​Activity Log

​Export Options

​Bulk Download

​Export to Accounting

​Best Practices

​Keyboard Shortcuts

​Troubleshooting

Build docs developers (and LLMs) love

Overview

Uploading Documents

Drag and Drop

Upload Button

Supported File Types

Document Organization

View Modes

Automatic Categorization

Search and Filter

Intelligent Search

Filters

Document Details

Metadata

Preview

Document Actions

Individual Actions

Bulk Actions

Tagging System

Custom Tags

Smart Tags

Storage & Security

Encryption

Storage Limits

Backup & Redundancy

Integration with Transactions

Automatic Linking

Transaction Attachments

Collaboration

Team Access

Permissions

Activity Log

Export Options

Bulk Download

Export to Accounting

Best Practices

Keyboard Shortcuts

Troubleshooting