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Important Document Organizer

Keep policies, warranties, IDs, and other papers on a document record. Tag them, and password-protect a file when it should not open without a password.

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Your first two tools have no monthly charge. Each tool after that is $2 a month.

Important Documents

Upload, tag, and manage important household documents.

Keep important papers with the record they belong to

Household Toolbox keeps this with your other household records under one account.

What you can do

  • Upload a document

    Each document record holds one file, such as a PDF or image.

  • Tag documents

    Create tags and use them to group papers and to choose what a PDF export includes.

  • Password-protect a file

    View, download, replace, and remove can require the document password. Recovery uses security questions you set.

  • Keep active documents and history

    Move a document to history when you no longer want it in the active list.

  • Export a PDF index

    Export a PDF of the document records you choose. The export lists the records, not a merged copy of every file.

How It Works

  1. Step 1

    Add the document

    Name it, attach the file, and add tags.

  2. Step 2

    Protect it if you need to

    Set a password and security questions for a file that should stay locked.

  3. Step 3

    Find it later by tag

    Filter with tags, open the file, or export a PDF of the records you select.

Papers households hunt for

This is a document organizer for files you upload. It is not a scan of papers you have not added.

  • Insurance policies
  • Warranties
  • IDs and certificates
  • Tax or financial PDFs you want filed
  • Password-protected files
  • Tagged groups for an export

Frequently asked questions

What kinds of files can I store?

Documents use the shared attachment types: images, PDFs, Word, and Excel, up to 10 MB each. Each Important Documents record holds one file.

Can I organize documents with tags?

Yes. You can create tags, put them on documents, and use tags when you export.

Can I password-protect a document?

Yes. A protected document asks for its password before view, download, replace, or remove. You set security questions for password recovery.

Are my documents public?

No. Document files are stored for your account and are not part of these public pages. Opening a file requires you to be signed in, and a password if you set one.

Can I export a list of documents?

Yes. PDF export covers the document records you choose. It is an export of those records, not a single merged file of every upload.

Related household tools

Put your household information to work

Create your Household Toolbox account and start using Important Documents. Your first two tools have no monthly charge. Each tool after that is $2 a month.

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