Question 1

What types of organizations use CommunityVault?

Accepted Answer

HOAs, condominium boards, nonprofits, churches, PTAs, clubs, civic associations, and any organization with a governing board that needs to manage documents, requests, and decisions.

Question 2

Does CommunityVault replace my email?

Accepted Answer

No — CommunityVault complements email by giving you a structured place to record decisions, track requests, store documents, and manage approvals. Instead of decisions getting lost in reply-all threads, everything is logged and searchable.

Question 3

Can residents submit requests without logging in?

Accepted Answer

On supported plans, you can share a public request form link with residents. Admins and board members manage all requests from within CommunityVault.

Question 4

What happens when the board changes?

Accepted Answer

Nothing gets lost. The new board member logs in and sees all documents, decisions, open requests, vendor contacts, and meeting history exactly as the outgoing board left it. CommunityVault is built for board continuity and smooth HOA board transitions.

Question 5

Can I export our data?

Accepted Answer

Yes. Reports and PDF exports are included on all plans. The Board Handoff Pack bundles everything a new board needs into a single downloadable packet.

Question 6

Is there a free trial?

Accepted Answer

Yes — explore the full app with sample data, no signup required. When you're ready, start a free 14-day trial with your own data.

Question 7

How does AI document search work?

Accepted Answer

Upload your HOA records and CommunityVault extracts and indexes the text. Board members and residents can then ask plain-language questions and get answers drawn only from your community's documents, with the source document and page cited.

Question 8

How does CommunityVault help with HOA record organization?

Accepted Answer

Documents are stored in a secure vault, auto-categorized (bylaws, minutes, financials, contracts, and more), tagged, and access-controlled by role — so the right record is one search away instead of buried in someone's inbox.

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