Overview
Unified picker uploads to Velaxe/<Workspace>/<App>/<ObjectType>/<ObjectId>/
Problem
Agents and reps lose time hunting attachments; ad-hoc folders cause broken links and duplicates.
Solution
File-Vault enforces a consistent folder strategy and stores attachment metadata for quick retrieval and previews.
How it works
From Agent Desk or CRM, open Attachments → Add. Upload or select from provider tabs. File-Vault creates/uses the object folder and records the attachment with audit trail and versioning where supported.
Who is this for
Support Agent
Account Executive
Team Lead
Expected outcomes
- Faster attachment discovery
- Consistent folder hygiene
Key metrics
Time to find attachment
Baseline
120 seconds
Target
20 seconds
Duplicate uploads
Baseline
12 %
Target
2 %
Gallery
Downloads & templates
Case studies
Retail Helpdesk speeds resolutions
Predictable folders cut handle time substantially.
Retail SMB EU
Security impact
- File metadata, previews, attachment links · PII: possible within files (scanned per policy)
Compliance
- GDPR (records of processing; DLP optional)
- SOC2
Availability & next steps
Free
Business
Enterprise