How do I upload documents to the Vault?

Uploading Documents to Your Vault

The Vault allows you to securely store important documents that your trustees will need. Here's how to upload them:

Step 1: Access the Vault

From your dashboard, click on the "Vault" card or navigate to the Vault section.

Step 2: Upload Documents

1. Click the "Upload Document" button
2. Select files from your computer (or drag and drop)
3. Choose a category for organization
4. Add a description (optional but recommended)
5. Click "Upload" to save

Supported File Types

You can upload most common file types including:

• PDF documents (.pdf)
• Images (.jpg, .png, .gif)
• Microsoft Office files (.doc, .docx, .xls, .xlsx)
• Text files (.txt)
• And many more

Storage Limits

• Free Plan: 1 document maximum
• Premium Plan: Up to 5GB total storage
• File Size: Maximum 100MB per file

Security

All documents are secured before storage and can only be accessed by you and your verified trustees after your passing.

Organization Tips

• Use descriptive filenames
• Organize by category (Legal, Financial, Personal, etc.)
• Add descriptions to provide context
• Regularly review and update documents