Find your way around

ClodDoc brings team files and operational data into one application. The workspaces share your account, but serve different purposes.

Choose a workspace

Area	Use it to	Start here
Today	Review recent files, uploads and available work items	Read the overview
Files	Organize materials, work with folders and versions, and share access	Understand file spaces
Operations	Review balances, record write-offs and transfers, and manage your data source	Open balances
Search	Find available files and operational records in one place	Search ClodDoc
Profile	Check your account and active sessions	Manage security
Users	Invite colleagues and manage company roles	Set up your team

Operations and Users appear only when your permissions allow them. A missing section does not necessarily mean that loading failed. Check your role first.

Files versus operational documents

Files holds your team’s working materials: folders, presentations, images, spreadsheets, agreements and other supported formats. These objects have versions, file permissions, external links and upload requests.

Operations → Documents is a separate register tied to a bank, merchant and legal entity. Each document has a type, date and recorded signing status. Uploading a document here does not create a matching item in My files.

Choose the area that matches the task: use Files to send materials to a partner; use Documents to record a document for a particular bank, merchant and legal entity.

Navigate on a computer

1. Choose an area in the left sidebar.
2. Use the filters and search controls in that area.
3. Select a row to open its details and available actions in the side panel, where supported.
4. Use the workspace selector in the top bar to move between sections of Operations or Files.

Work on a phone

The main workspaces are available in the bottom navigation. Details may open in a separate panel. Wide financial tables can scroll horizontally: move across the table to read complete values.

Confirm the result

Wait for confirmation after changing data. For a financial action, retain its result receipt. If the outcome is unknown, use the offered retry for the same request instead of creating a new transaction.

Next: Quickstart · Troubleshooting.