For the person doing the work
Use a local folder for files from the connected Vault.
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A FAMILIAR FOLDER. A PROTECTED WORKFLOW.
Work locally. Stay connected.
Your team already works with files on their computers. WSD Sync connects that everyday habit to the protected Vault.
40 sec4 steps + the value
FOLLOW THE EXCHANGE1 of 5
01 Your team
Start with an organised Vault.
Client Contracts holds the incoming engagement letter and its submission details together.
One place for the file and the context.
02 Desktop
The files come to your computer.
Connect the Vault with WSD Sync. The engagement letter and summary arrive in its local folder.
The connected folder becomes part of the workflow.
CLIENT CONTRACTS · VERIFIED SYNC OUTCOMEThe files arrived on the connected computer
- Engagement Letter - Northstar Engineering.pdf
- submission-summary.pdf
03 Desktop
Add the next piece of work.
A review note is added to the connected folder. WSD Sync uploads it to the Vault.
A familiar file action, with the transfer handled for you.
CLIENT CONTRACTS · VERIFIED SYNC OUTCOMEReview note uploaded to the Vault
- Northstar Engineering - review notes.txt
04 Your team
The team can pick it up in WSD.
The review note is now available in Client Contracts as a verifiable file.
Local work returns to the protected shared record.
THE VALUE FOR BOTH SIDES
Keep the work moving. Keep it connected.
The Vault brings protected files into the working day, and WSD Sync carries new files back into the shared workspace.
For the wider team
New work returns to the Vault, where it can be accessed and verified.
Protected Vault→Local folder→New work→Back in the Vault
Explore at your pace
WHAT WSD BRINGS TOGETHER
The complexity stays underneath.
Manual downloads and re-uploads separate local work from the shared record. Connecting a Vault keeps that movement in the workflow.
Real Greyfell product captures, using a sample document and test recipients. Screens show selected areas of the actual workflow.
All six demos →