Help & Quick Start

How Guardian works

Short guides for the main parts of the app.

• Vaults (people & spaces)

  Each vault keeps its own documents, Daily Logs, alerts, and Gideon chats. Switch vaults from the header or dashboard.

  Manage people & spaces

• Shared business & client vaults

  Invite another Guardian user as an Editor on a business or client vault. They can add documents and Daily Logs and Ask Gideon. Gideon chats stay private to each person. Only the owner manages access.

  Manage people & spaces

• Documents

  Scan with your camera or upload a PDF/photo. Analyze to extract dates and key facts. Rename, categorize, or share with an expiring link.

  Open documents

• Daily Logs

  Jot notes and events for the active vault. Use the pencil icon to edit. Search can jump you straight to a matching log.

  Open Daily Log

• Search

  Tap Search (or Ctrl+K on desktop) to find people, logs, documents, and conversations across every vault you own.

  Go to dashboard

• Ask Gideon

  Ask questions about the active vault. Answers draw from documents and Daily Logs. Always verify important decisions against the original file.

  Ask Gideon

• Research

  Look up companies or people on the live web. Optionally connect results to vault context, then save a brief into a vault.

  Open Research

• Sharing & reminders

  Share a single document with a time-limited link. Turn email deadline reminders on or off in Settings.

  Open Settings

• Account

  Update your name, password, reminder preferences, or delete your account from Settings.

  Open Settings