Tracking and Managing Your Documents on TrusteeFriend

Tracking and Managing Your Documents on TrusteeFriend

Efficient document management is crucial for trustees, and TrusteeFriend makes it easy to upload, organize, and access all your important trust-related files in one secure location. Follow this guide to get started.

Uploading Documents

1. Navigate to the Documents Section:
   
   
   • Log in to your TrusteeFriend account.
   • Click on the Documents tab from your dashboard.
2. Upload Files:
   
   
   • Click the Upload Document button.
   • Select the file(s) from your computer. Supported formats include PDF, Word, Excel, and image files.
   • Add a title and description for each document to make them easier to identify.
   • Click Save to complete the upload.

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Organizing Documents

Create Folders:

1. Click New Folder to create a folder for grouping related documents.
2. Name the folder (e.g., "Trust Deeds," "Beneficiary Correspondence," or "Tax Returns").
3. Drag and drop files into the appropriate folders.

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2. Tag Your Documents:
   • Use tags to categorize files (e.g., "Legal," "Financial," "Personal").
   • Tags make it easier to search and filter documents.

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Accessing Your Documents

1. Search for Files:
   • Use the search bar to quickly locate documents by name, tag, or keyword.
   • Advanced filters allow you to narrow results by upload date, file type, or folder location.

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2. Preview and Download:
   • Click on a document to preview its contents directly in TrusteeFriend.
   • Download files to your device by clicking the Download button.

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Sharing Documents Securely

1. Share with Co-Trustees or Beneficiaries:
   • Select the document(s) you want to share.
   • Click the Share button and enter the recipient’s email address.
   • Set permissions (e.g., View Only or Edit) before sending.

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2. Track Shared Files:
   • View the sharing history to see who has access to each document.
   • Revoke access at any time for added security.

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Maintaining Document Security

1. Encryption:
   
   
   • All files uploaded to TrusteeFriend are encrypted to protect your sensitive information.
2. Audit Trails:
   
   
   • Monitor changes or access to documents through detailed activity logs.

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Tips for Effective Document Management

• Regular Updates: Periodically review and update your document library to ensure all information is current.
• Use Descriptive Titles: Clearly label files for quick identification.
• Leverage Tags and Folders: Combine tagging with folder organization for maximum efficiency.

With TrusteeFriend’s document management tools, you can stay organized and ensure all trust-related information is securely stored and easily accessible. Start managing your documents today!

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