PentagonDocs Assistant is built upon the M-Files platform which stores your documents in what is known as a vault. Whilst the details can vary, you can think of the vault as a database that contains both the documents and the information about them. This will include the usual details of filename, size, modified date that you will be used to, but can additionally include details that are particular to the type (or ‘class’) of document. So a technical class of document may have properties that include the: client details, purpose, type, approval status, department, etc., whereas a recruitment class of document may have: agency details (if applicable), candidate, role, salary range, department, etc. The permissions and access to these will also be managed through the system so that staff only see what is appropriate to their role.


You will typically have access to just one vault on one server but it is possible to have multiple vaults on each server and multiple servers too. 


Once the server is configured for use, users must log into a vault to access files relating to their projects. Typically, a single vault will be configured as the repository; although it’s possible to have multiple vaults configured.