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Search the knowledge base, browse by topic, or jump into a getting-started guide. Everything you need to set up, secure, and run merlon day to day.
Popular: Create a Secure Vault · Set up SSO · Invite your team
Find the right section
Nine topic areas cover the whole product, from your first vault to admin, billing and troubleshooting.
Getting Started
Set up your workspace, invite your team, and create your first vault.
14 articlesDocuments
Upload, version, share, and sign documents with a defensible trail.
21 articlesSecure Vaults
Create encrypted, isolated vaults and choose US or Swiss residency.
12 articlesWorkflows
Build approval chains, set thresholds, and automate reminders.
16 articlesSecurity & Access
Configure MFA, SSO, roles, and least-privilege permissions.
18 articlesBilling & Plans
Manage your plan, seats, invoices, and payment details.
9 articlesAdmin & Teams
Manage members, groups, provisioning, and organisation settings.
13 articlesIntegrations
Connect identity, storage, ERP, e-signature, and chat tools.
15 articlesTroubleshooting
Fix login issues, sync errors, and common configuration problems.
11 articlesAll articles
Six full guides — one per key category — plus short teasers that point you to the right place. Full guides are marked. Use the filter to narrow by category.
Set up your workspace
Name your organisation, pick a primary region, set the default access policy, and enforce MFA.
Getting Started · 7 min read Full guideThe setup checklist
From signup to your first governed document in under an hour.
Getting Started · 3 min readImporting your first documents
Pull files in from storage or upload directly into a vault.
Getting Started · 5 min readVaults vs folders
Why sensitive documents belong in vaults, not ordinary folders.
Getting Started · 4 min readUpload, version & share a document
The full document lifecycle — upload, version history, expiring links, e-signature, export.
Documents · 8 min read Full guideRedlining & comments
Comment, redline, and resolve — context lives next to the version it belongs to.
Documents · 6 min readRequest & complete an e-signature
Send for signing, track signers, and produce a signed PDF with a completion certificate.
Documents · 5 min readExport a document bundle
Produce a signed, tamper-evident bundle for an auditor or external counsel.
Documents · 4 min readHow to create a Secure Vault
The full walkthrough: naming, residency, access policy, retention, reviewers, API.
Secure Vaults · 6 min read Full guideChoosing US or Swiss residency per vault
Which region each document type belongs in, and how to decide.
Secure Vaults · 5 min readConfigure retention & legal hold
Automate deletion and freeze documents when a matter goes to litigation.
Secure Vaults · 5 min readImporting documents from storage
Pull files in from SharePoint, Drive or Dropbox into a vault.
Secure Vaults · 6 min readBuilding your first approval workflow
Turn a manual sign-off into a tracked, reminder-driven workflow.
Workflows · 7 min readConditional routing by amount or entity
Route approvals based on thresholds, entity type, or document tag.
Workflows · 6 min readEscalation rules & reminders
Keep approvals moving with reminders and escalation to a backup approver.
Workflows · 5 min readSetting up SSO & enforcing MFA
SAML 2.0 with Okta, Entra ID or Google Workspace; MFA, sessions, SCIM.
Security & Access · 8 min read Full guideSession controls & IP allowlist
Caps on session lifetime, idle timeout, and approved IP ranges on Enterprise.
Security & Access · 5 min readExporting a complete audit trail
Produce defensible, tamper-evident evidence for an audit in a couple of clicks.
Security & Access · 4 min readDefine roles & least-privilege policy
Build a role model that keeps access tight without slowing people down.
Security & Access · 6 min readManage your plan & seats
Plans, seats, payment, invoices, currency, and contracting entity.
Billing & Plans · 5 min read Full guideDownloading invoices
Find past invoices, download PDFs, and forward them to accounts payable.
Billing & Plans · 2 min readCross-region moves & currency
Switching your contracting entity or currency — what it changes and why it needs paperwork.
Billing & Plans · 4 min readInvite your team & assign roles
Members, groups, least-privilege roles, delegated admins, and clean offboarding.
Admin & Teams · 5 min read Full guideCreate a group for sustainable access
Grant vaults to groups, not individuals — new hires inherit, leavers lose.
Admin & Teams · 4 min readSet up SCIM user provisioning
Push user and group changes from your IdP to merlon automatically.
Admin & Teams · 6 min readDelegated administration
Hand off User Admin or Billing Admin without giving full Org Admin.
Admin & Teams · 3 min readConnect Okta, Entra ID or Google Workspace
Identity & SSO integrations — covered in the SSO & MFA guide.
Integrations · 5 min readConnect SharePoint, Drive or Dropbox
Storage integrations to pull documents into a vault.
Integrations · 5 min readFix login & MFA problems
Recovery paths for SSO loops, MFA lockout, and expired sessions.
Troubleshooting · 4 min readGather logs for support
What to capture before opening a ticket so we can answer precisely.
Troubleshooting · 3 min readGet to your first governed document in four steps
Most teams complete this in under an hour. Each step links to a full walkthrough.
Create your workspace
Set your organisation name, primary region, and default access policy.
Invite your team
Add members, assign least-privilege roles, and turn on MFA or SSO.
Create a Secure Vault
Choose US or Swiss residency and move your first sensitive documents in.
Automate an approval
Turn a manual sign-off into a workflow with reminders and a full trail.
Docs for admins and for everyday users
For administrators
Everything to configure and govern the platform for your organisation.
For end users
Day-to-day tasks for anyone working with documents in merlon.
What each category covers
A quick index so you know where to look before you search.
- Getting Started
- Workspace creation, the setup checklist, importing your first documents, understanding vaults vs folders, and inviting your initial team.
- Documents
- Uploading and organising files, version history, redlining, sharing with expiring links, requesting e-signatures, and exporting.
- Secure Vaults
- Creating isolated encrypted vaults, choosing US or Swiss residency, setting vault-level access, and moving documents between vaults.
- Workflows
- Approval templates, conditional routing by amount or entity, segregation of duties, deadlines, reminders, and escalation rules.
- Security & Access
- MFA and SSO, role definitions, least-privilege policy, session controls, audit-trail export, legal hold, and retention.
- Billing & Plans
- Plan comparison, adding or removing seats, updating payment details, downloading invoices, and understanding the region on your contract.
- Admin & Teams
- Managing members and groups, SCIM provisioning, organisation settings, delegated administration, and offboarding.
- Integrations
- Connecting Okta, Azure AD and Google Workspace; SharePoint, Drive and Dropbox; SAP, Abacus and Bexio; Slack, Teams and Zapier.
- Troubleshooting
- Login and MFA problems, SSO misconfiguration, storage sync errors, missing permissions, and how to gather logs for support.
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The search box at the top of this page filters categories instantly as you type. Use a specific noun ("vault", "invoice", "SSO") rather than a full sentence, and browse the matching category for the exact step you need.
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