As you all know, one of my all time favorite tools is DocSafe. I have enjoyed working with Joshua, the co-creator, so when he agreed to write a guest post for The Palmetto Queen, I was ecstatic. Thank you Joshua!
January is a great time of the year – everyone gets a fresh start to tackle New Year’s Resolutions. Do you remember thinking last year at this time that you’d like to find a new job or spend more time with family family? Hopefully you were able to keep those Resolutions! Here’s a new one for 2014 – getting your important papers organized with The DocSafe.
Why would I want to do that, you ask? Spending countless hours searching for little Johnny’s birth certificate so that he can play Little League this year can be stressful and time consuming. Plus, fires and other natural disasters can put you in a vulnerable position. When a natural disaster or other catastrophe strikes, your possessions and documents may be lost or destroyed.
With The DocSafe, you simply scan your important paper documents or obtain electronic versions from your lawyer, accountant, or other professionals who assist you. Then, you upload them to our servers, placing them in handy categories such Estate Planning, Real Estate, and Tax Returns. Once the documents are online, you and your loved can access them from any Internet-connected device. You can also share your information with others if you choose, so they’ll also have access to the files.
How do you get started?
The first step is to
sign up. You can opt for a monthly or yearly plan or start out with the 14-day free trial. Simply check the box that asks if you have a promo code, then enter FREE TRIAL.
Next, you’ll create a user name and password, which means only you can access your account—unless you choose to share the information with someone who might need access to your documents. Finally, you will enter your payment information.
Creating your Profile
Once you have activated your membership, you will complete a personal profile, which includes:
- Marital status
- Date of birth
- Address
- Other contact information
Uploading Your Documents
This is the key part of the process.
My Doc Organizer provides categories for the most commonly protected types of information, such as:
- Medical documents
- Insurance
- Retirement planning
- Estate planning
- Military-related documents and benefits
To upload paper documents, scan and store them on your computer. You can also upload information you have already stored as computer files, such as financial data from your accountant and Last Wills for your attorney. Then, the uploading process is as easy as attaching a file to an email:
- Click on “Choose file’ in whichever category you want to use to store the file (such as Estate Planning)
- Locate the file in the window that pops up
- Click on “Open”
- Then click on “Upload”
- Open the document to check that it uploaded properly
Simply repeat those few easy steps for each document you want to upload.
As you can see, The DocSafe is quick and easy to use. State-of-the-art encryption technology keeps all your information safe. If you have not signed up for a membership yet, try our
free 14-day trial.
The DocSafe has generously offered 4 lifetime memberships to their fantastic service. How do you enter? Well, right here.
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