Organize your documents here.
We have pre-made document categories: Financial, Legal and Medical. The dashboard view and documents view will always indicate how many documents you have in total and per category.
Click anywhere in the Documents panel to open the Documents page.
Find the Documents page by selecting Documents at the page-top main menu or select it by clicking in the Documents box.
To Find a Document:
> use the search box
To Upload a Document:
> select 
at page top right. Or the ‘Upload Document’ button, bottom right
> fill in as much info as you want to and click ‘Save’
> images or documents to upload need to be less than 5MB in size
> you can upload: pdf, doc, docx, xls, xlsx, txt, jpg, jpeg, png, gif files
To Learn More about a Particular Document:
> click on the document in the alphatetical list
> select 
at the bottom of the screen
> see Document or Image info, last saved date, who saved it last
To Download or Edit the Document Info:
> use the buttons bottom/right of your screen
To Delete the Document:
> select the ‘Delete’ garbage can icon at page bottom
> You’ll be asked if you’re really, really sure before you Delete it for good.
