Files minutes, policies and correspondence where they can be found next year.
Club memory should survive the AGM.
Documents & Vault is the Club OS home for committee files. The Library holds the documents volunteers should be able to find. The Vault holds the records that should not travel through a group chat. Handover packs sit on top of both.
Documents & Vault
Live view
What Documents & Vault is for.
Stop important files living in personal drives. Give secretaries, presidents and incoming volunteers a place to store, permission and find the documents that make the club runnable.
Built around real club roles.
Knows handover is a pack, not a conversation in the car park.
Keeps sensitive finance records in the Vault, not in email.
Starts from the club record instead of asking who has the old files.
The functionality committees actually run.
Library for operating documents
Policies, templates, AGM minutes and season packs live in a structure the committee can browse. Names should be plain English, not FINAL_scan_3.pdf.
Vault for restricted records
Some files should not be generally available. The Vault is for controlled access: WWCC copies, sensitive correspondence, finance packs and anything you would not forward in a chat.
Handover as a product
A role can have a pack: what the job is, where the files are, and what must happen in the first month. That is how knowledge stays in the club.
Permissions that match roles
A team manager may need a policy. They do not need the vault. Access follows Club OS roles instead of a shared folder password.
A trail of what changed
When a policy is replaced, the club should still know what was in force last season. Documents are part of the operating record.
Linked to real club work
A facilities issue, a registration product or a committee decision can point at the file that explains it. The document is not an orphan in a drive.
A path volunteers can repeat.
The hidden systems clubs already have.
- Shared drives nobody owns
- Policies in a president’s email
- USB sticks after the AGM
- “I’ll send you the folder” as a process
This work does not sit alone.
See Documents & Vault in a walkthrough.
We will show the working screens, the volunteer path, and how this module connects to the rest of Club OS for your club.
Give the club a system that outlasts the season.
Start with the workflows causing the most pressure, then grow into a full Club Operating System.