Document Storage

One secure home for every investor and borrower document.

Replace scattered shared drives with a permissioned, audit-ready document repository built into the platform.

The Problem

Documents end up everywhere except one place.

Email attachments, shared drives, and whatever tool sent the last signature request — finding the current version of anything takes longer than it should, and nobody can say with confidence who has access to what.

How It Works

Filed automatically, wherever it was created.

01

A document is generated, signed, or uploaded anywhere in Tyndall.

02

It's filed automatically against the right investor or loan record.

03

Access is controlled by permission — not by who has the folder link.

Core Workflows

What changes when documents have one home.

ProblemDocuments get shared with no record of who has access.
CapabilityPermission-based sharing & visibility controls
OutcomeYou always know who can see what.
ProblemInvestor and firm documents move back and forth manually.
CapabilityBi-directional investor ↔ firm document transfer
OutcomeDocument exchange without an email thread.
ProblemCompliance teams need a clean audit trail of document activity.
CapabilitySecure repository with activity history
OutcomeAn audit-ready record, by default.
Pricing

Priced per user, not per gigabyte.

Built for teams that handle a high volume of investor and compliance documents.

Document Storage
$9/user/mo$12
Best For
Bi-Directional Document Transfer Needs · Extensive Document Sharing · Compliance-Focused Teams
  • Secure Document Repository
  • Document Visibility Controls
  • Investor & Borrower Documents
  • Permission-Based Sharing
  • API Integrations
  • Custom Notifications & Automation

The stated price reflects an 8 module discount. Subscribing to 3+ modules unlocks a volume discount applied across your full platform.

Better Together

Storage is most useful as the destination, not a separate step.

Connected to signing and the portal, filing stops being manual.

Document Storage + E-Signing

Signed documents file themselves — no manual upload required.

Document Storage + Portal

Investors retrieve their own documents instead of emailing your team.

Document Storage + AML

KYC documents stored and permissioned alongside the verification result.

Subscribe to 3+ modules and unlock volume discounts — up to 25% off at 8 modules.
See Bundle Pricing →
The Outcome

What compliance and ops teams get from one repository.

01

Stop searching shared drives for the current version of a document.

02

A real, exportable audit trail of document activity.

03

Fewer document-related emails between investors and your team.

Stop hunting for the right version of a document.

See how documents stay organized automatically.