You are now entering the Vault

NPOs & NGOs : Record Layer

Your access to the Comply X Vault has been confirmed.

This onboarding installs the Record layer for Non-Profit Organisations and NGOs operating in South Africa.

What has been activated

You now have active access to the NPO & NGO Record system.

This system defines:

• which organisational records must exist

• how they must be organised

• how they must be presented when requested

In non-profit work, accountability builds trust.

Comply X does not store your documents.

You will store all organisational records on your own computer, Google Drive, OneDrive, or internal storage.

The Vault provides structure.

You retain custody.

Important rule

Step 1 : Create your Vault folder

On your computer or cloud storage, create a main folder named exactly:

ComplyX_NPO_Vault

This folder becomes your central record system.

Step 2 : Set up the Record structure

Inside your Vault folder, create the following sub-folder:

01_Records

All core business and tender records must live inside this folder.

Step 3 : Download your NPO record pack

Download the NPO & NGO Record pack using the link below.

This pack contains:

• record templates

• operational registers

• the Vault Index

• folder structures

• filing and naming rules

This is a once-off infrastructure installation.

Your Vault remains yours permanently.

Optional Vault Maintenance access can later be activated for ongoing updates, improvements, and operational alignment.

Step 4 : Install the records

Extract the downloaded files.

Move all documents into:

ComplyX_NPO_Vault / 01_Records

Do not rename folders unless instructed.

Order is part of operational protection.

The Vault Index

The Vault Index shows which required records exist and which are missing.

For NPOs and NGOs, missing records damage credibility with donors and regulators.

Why records matter in non-profit organisations

NPOs operate on public trust.

When funding applications, audits, or regulatory reviews occur, documentation is reviewed first.

If governance records are incomplete, trust is questioned.

Keeping the Record layer active

Active Vault access helps your Record layer stay aligned with updated operational requirements and structured record management standards.

This includes:

• updated record templates

• improved registers

• updated folder structures

• operational improvements

• ongoing Vault refinements

Your Vault remains yours.

Comply X maintains the structure behind it.

If access stops, your existing records remain yours, but future updates and operational improvements stop.

Month-to-month active access for ongoing Record layer updates and improvements.

Monthly Vault Maintenance

Annual Vault Maintenance

Twelve months of uninterrupted Record layer maintenance and operational alignment.

Next steps

Once your Record layer is complete, you may activate:

• Control : to manage meetings, resolutions, and financial tracking

• Audit : to prepare for donor reviews and regulatory inspections

All layers build on the same Vault.

Remember

In non-profit work, credibility depends on documentation.

This system exists so that your organisation is structured, transparent, and defensible.

Comply X


Structured compliance infrastructure for South Africa.

Documents remain on client storage.


Access maintains alignment.

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