Your document vault
How to keep your church's important files safe and central — bylaws, the 501(c)(3) letter, insurance certificates, the lease, board minutes, and policies. Uploading and organizing, renewal-date flags, replacing or deleting files, and who can see them.
Every church has a handful of files it can never lose — the bylaws, the 501(c)(3) letter, insurance certificates, the building lease, board minutes, key policies. Documents is where you keep them: safe, central, and easy to hand to a new treasurer or a board member. You'll find it under Documents in the admin sidebar. It's admin-only and free on every plan.
It's a tidy shelf, not filing software — a simple list with a few sensible categories, not folders-within-folders to maintain.
Uploading a file
Click Upload, choose a file, and give it a moment of care:
- File — PDFs, Word and Excel files, PowerPoint, images, or text, up to 25 MB each.
- Title — what it is, in plain words ("2026 Liability Insurance", "Bylaws — amended 2025").
- Category — one of Governing, Financial, Insurance, Facilities, Policies, Minutes, or Other, so related files sit together.
- Description — optional, for any context ("signed original in the office safe").
- Renewal date — optional but powerful; see below.
- Pin — keep the ones you reach for most at the top.
Renewal dates
Some documents expire — insurance, licenses, a lease term. Give those a renewal date and Psalmly flags them for you on this page: "expiring soon" once the date is within about two months, "expired" after it passes, plus a banner at the top and an Expiring filter chip so you can pull them up in one click.
Psalmly doesn't email or notify you about it, so it's worth glancing at Documents when you sit down to the books.
Finding and reading
Documents sit in one list, with your pinned files at the top. Filter by category with the chips along the top, search by title, file name or notes, sort by recent, name or renewal date, and swap between list and grid. (Pinned files float up under All; inside a single category they sort with the rest.) Open one to read it — PDFs and images preview right in the page; other types download. Every link is private and short-lived: files live in secure, church-only storage and are never on a public web address, so a link can't be forwarded to give someone lasting access.
Editing, replacing, and removing
- Edit details — fix a title, change the category, add a renewal date, pin or unpin.
- Replace file — swap in a newer version (a re-signed form, an updated certificate) while keeping its title and place on the shelf.
- Delete — sends a document to the Trash, with an Undo in case it was a slip. You can restore from the Trash later, or empty the Trash to remove files for good.
Who can see these
Only your church's admins — never members, and never the public. The vault is for the church's own records and the people who steward them.