7 guides
Operations
Mailbox, meetings, data rooms, credentials, DocSign, notes, and sheets.
- Credentials VaultThe Credentials Vault is a secure place to store the passwords, API keys, database credentials, certificates, and other secrets your team relies on. Every sensitive value is encrypted before it's stored, so only people you've granted access can see them.7 walkthroughs · 6 FAQs · 4 min read
- Data RoomsLets you create secure spaces to store, organize, and share important documents — with your team, your investors, or anyone you send a link to. Each data room has its own files, folders, sharing rules, and activity log.7 walkthroughs · 5 FAQs · 4 min read
- DocSignSends PDF documents for legally binding e-signature. Upload a contract, drag signature fields onto the page, add one or more signers, and email it off. Nautis tracks every signature in real time, stores the signed copy, and generates an audit log for your records.6 walkthroughs · 7 FAQs · 5 min read
- MailBox (unified email inbox)A real email client inside Nautis. Connect your Gmail, Outlook, or any IMAP mailbox (Yahoo, iCloud, and Zoho where enabled) and read, reply, and send from one unified inbox — with AI summaries, smart replies, and your Nautis contacts a click away. Multiple mailboxes merge into one chronological feed, and mailbox slots are pooled across your organization.5 walkthroughs · 8 FAQs · 5 min read
- MeetingsLets people book time with you through a shareable link, and lets you create one-off meetings on your own calendar. You set your hours once, create event types (like a 30-minute intro call), and Nautis handles the scheduling.6 walkthroughs · 5 FAQs · 5 min read
- NotesNotes is your team's workspace for capturing investor updates, meeting summaries, strategy ideas, and product learnings. It's a full rich-text editor with folders, tags, comments, sharing, and export to PDF or Word.9 walkthroughs · 6 FAQs · 5 min read
- SheetsA built-in spreadsheet workspace. Build budgets, financial models, and trackers with formulas and formatting — without leaving Nautis. Sheets opens as a two-pane view: your list of spreadsheets on the left, and a full spreadsheet editor on the right. You can import existing Excel/CSV files (or pull them straight from Google Sheets), share a sheet with a public or password-protected link, and discuss it with cell-anchored comments.8 walkthroughs · 8 FAQs · 6 min read
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