Every Document. One Place.
Document Library is a centralized vault for every file your organization creates or receives - contracts, policies, grant attachments, board minutes, HR records. AI classifies files on upload, folders control access, and cross-links tie documents to the credentials, grants, and reports they belong to.
Documents that work with your platform
Documents aren't standalone files - they belong to grants, credentials, reports, and policies. Document Library connects your files to the rest of TappHQ, keeping context one click away.
From upload to organization in under a minute
Upload any file type
Drag and drop PDFs, Word documents, spreadsheets, images, or any other file. The platform immediately stores it in your organization's private, secure storage and makes it instantly searchable.
AI classifies the document
In the background, AI reads the file name and details and assigns a category from the taxonomy - contract, policy, financial report, HR record, grant material, and more. Classification uses credits from your org's AI pool and is available from Pro tier upward.
Organize with folders and tags
Create a two-level folder hierarchy that maps to how your team thinks - by department, project, or document type. Add custom tags for cross-cutting topics. Set folder visibility to org-wide or restricted.
Link to related platform records
Open a document and click “Add Link” to tie it to a credential, a grant content library item, or a report hub entry. The link appears in both places - the document sees its related records, and each record sees its supporting documents.
Share or index for AI
Share externally via a secure link that recipients can open without logging in. Or index the document in the AI Knowledge Base so Ask TappIQ can retrieve its content when answering questions. Both options are available from the document detail panel.
One storage budget for every TappHQ feature
Document Library is part of TappHQ's unified storage architecture. Storage consumed by documents, knowledge base files, content media, brand assets, grant content, voice samples, and LMS media all count toward a single per-org budget. No surprises, no siloed limits, no hidden overages.
What's included on each tier
| Feature | Free | Starter | Pro | Enterprise |
|---|---|---|---|---|
| Upload & browse documents | View only | Yes | Yes | Yes |
| Storage | - | 2 GB | 25 GB | 500 GB |
| Full-text search | - | Yes | Yes | Yes |
| Folder hierarchy + permissions | - | Yes | Yes | Yes |
| Version history (3 versions) | - | Yes | Yes | Yes |
| AI classification | - | - | Yes | Yes |
| External share links | - | - | Yes | Yes |
| Knowledge base indexing (Ask TappIQ) | - | - | Yes | Yes |
| Custom classification taxonomy | - | - | - | Admin-editable |
| Download cap | - | 10 GB/mo | 100 GB/mo | 250 GB/mo |
Stop hunting for documents across email threads and shared drives.
Document Library centralizes every file your nonprofit creates or receives, organized by AI, searchable, and connected to the rest of TappHQ.