Documents is your organization’s secure, shared archive for every financial, legal, and operational record. From pay stubs to investor agreements, everything lives in one place—searchable, filterable, and protected by access controls. Key reports like compensation history and treasury activity update automatically as “Evergreen Documents,” giving you live visibility without manual upkeep.

Features and What to Know

• One Central Repository: Invoices, receipts, contracts, payroll records, payments, transfers—all stored together and tied to the applications that generated them.
• Evergreen Documents: Automatically updated, always current. These include your compensation history, treasury reports, payment logs, and more.
• Uploaded Files: Manually upload anything your organization might need. Some applications may include specific workflows for things like employment contracts or formation documents.
• Powerful Filters: Narrow your search by file type, document source, and date. Great for audits, reporting, or team reviews.
• Fast Search: Instantly find what you need with live keyword search across all files.
• Access Control: Use Mezzanine’s roles and permissions system to keep documents secure and only visible to the right people.

Evergreen Documents

Evergreen Documents are living, auto-updating files that reflect the real-time state of your organization. Unlike static PDFs or spreadsheets, these documents are always current—no manual updates, no version confusion. As your organization runs, Mezzanine apps generate and update these documents continuously, providing a single source of truth that’s always in sync.

They’re perfect for sharing with stakeholders, auditors, or internal teams who need access to clean, up-to-date information. You can view them in-app or export them when needed.

Here are some of the Evergreen Documents already available or coming soon:

• Payment History — from the Payments app
• Compensation History — from the Compensation app
• All Contacts — from the Contacts app
• Invoice History — from the Invoices app
• Inflows and Outflows — from the Treasury Dashboard