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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 articlesGet 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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- Still stuck? Open a ticket with your exact steps
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