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Documents
Executive Director

VestryOne Studio OS

A guided demo of the grant lifecycle workspace, document vault, reporting surface, and team collaboration tools.

Account
Jene Maybury
Brightwater Community Foundation
JM
Workspace live
Vault
Demo documents

A document vault that behaves like part of the grant workflow.

Files are shown as versions, not isolated uploads. The point is to keep the funder record, the AI extraction step, and the compliance trail on the same page.

Static vault data · demo mode
Parsed documents
10

Ready for AI review and grant assembly

Needs review
2

Awaiting human confirmation before lock

Locked versions
8

Canonical files with version history

Vault health
92%

Most core documents are parsed and attached to grant records.

Locked versions
8

Canonical files protected after review and approval.

Needs review
2

Documents waiting for final compliance confirmation.

Document vault

Files are tracked with version history, linked to grants, and surfaced with a review status.

DocumentGrantStatusUpdated
PDF
RFP-2026-0847.pdf

Award notice and deadlines extracted.

Housing Stability Grant
parsed
v1
March 30, 2026
DOC
Budget_Narrative_v3.docx

Locked after extraction review.

Youth STEM Program
locked
v3
March 28, 2026
XLS
Q4_Financial_Report.xlsx

Shared with finance and program leads.

Community Health Initiative
shared
v1
March 27, 2026
DOC
Evaluation_Framework.docx

Needs a final compliance pass.

Environmental Justice Fund
needs review
v2
March 24, 2026
PDF
Strategic_Plan_2024-2026.pdf

Canonical source document for proposal framing.

Arts & Culture Endowment
locked
v2
March 20, 2026
XLS
Impact_Report_Year1.xlsx

Outcomes table ready for report assembly.

Food Security Network
parsed
v1
March 18, 2026

Readiness checklist

These cues mirror the live product: parse, confirm, lock, and share.

AI flow
Canonical lock

Versioned files stay in the vault once the extraction review is approved.

AI parsing

Award letters, reports, and budgets can be indexed before handoff.

Compliance review

Human sign-off keeps the demo aligned with the real product flow.

Vault interaction
Why it matters in demo mode

The vault should feel like a working archive, not a flat upload table. This interaction mirrors the live portal by making versions and related evidence feel physically connected.