All Features

Document Center

Your school's single source of truth

Securely upload, organize, and manage all governance documents — charter agreements, policies, financials, board minutes, and more.

The Problem

Charter schools accumulate hundreds of critical documents — charter agreements, board minutes, financial audits, policies, insurance certificates, and authorizer correspondence. These documents live scattered across email, shared drives, and filing cabinets. When an authorizer requests documentation or a board member needs a policy, finding the right version is a time-consuming scavenger hunt.

Key Capabilities

Purpose-built tools for charter school governance

Organized Document Library

Upload and categorize documents by type — policies, financials, board minutes, charter agreements, and more. Everything in one searchable location.

Version Control

Track document versions over time. Always know which is the current version and access the full history of changes.

AI-Powered Context

Documents you upload feed into the AI Assistant, giving it school-specific context for more accurate governance answers.

Secure Access Controls

Role-based permissions ensure only authorized users can view or manage sensitive documents like financial records and personnel files.

See It in Action

Document Center screenshot

Why Charter Vision

Documents integrate across the entire platform — compliance tracking, AI assistant, policy audits, and reports

PDF and DOCX support with automatic text extraction for AI search

Generated reports (financial, academic, audit) are automatically saved to your Document Center

Organized by governance categories designed for charter school operations