You know that FidSafe is a great way to store your digital files safely. It also offers several ways to organize your information, so it’s easy to quickly find exactly what you want. Now that spring is here, why not take a look at your digital files and do a little “spring cleaning” in FidSafe? Here are three examples:
1. Organize Files with Folders and Sub-Folders
When you log into FidSafe, you can see Folders in the left column. Each FidSafe account comes with preconfigured folders for common document categories. These include Emergency, Finances, Identification, Insurance, Legacy Planning, and Taxes.
As part of your spring cleaning, you may want to review your documents in FidSafe and decide how to group them. You can add new FidSafe folders by clicking “Add Folders.” If the preconfigured folders aren’t useful for you, remove them by clicking “Edit” next to the Folders title in the left column. To move a file into a folder, you can click the file name and then drag it into the desired folder in the left column.
It may make sense to create sub-folders. For example, in your Taxes folder, you might create a sub-folder for each year or sub-folders for federal and state taxes. Sub-folders can be created by dragging and dropping one folder into another folder.
2. Classify Files with Tags
Tags are an easy way to describe different documents and information. Tags in FidSafe give you another way to quickly find what you need. For example, you may have multiple documents that relate to your aging parents, such as their emergency contact information, insurance information, tax returns, and financial information. You don’t want to store all those documents in the same folder, but you want an easy way to find all the documents relevant to your mother, for instance.
When you upload the first document to FidSafe, you can add a tag called “Mom.” Each time you upload a document related to your mother, you can select the Mom tag. Your tags are visible in the left column of FidSafe. If you click on the Mom tag there, you will see all the documents across different folders that are associated with that tag.
3. Create an Inventory of Passwords
In today’s digital world, there’s a username and password for nearly every website, from online shopping sites to financial institutions, email, social media, and more. It can be tough to keep track of them all, since security experts advise using different passwords for different sites.
FidSafe’s “Save a Password” functionality enables you to create a secure inventory of logins for different websites. When you click on “Add Item,” one of the options is “Save a Password.” This enables you to save the username, password, account email, and website URL.
As with documents, you can organize password information with folders and tags. For instance, you could add the login information for your online bank accounts to FidSafe and store them in your Finances folder. Or you could add your aging father’s login information for banking, medical, and insurance accounts and tag that information with “Dad” so it’s easy to find.
Taking a little time to organize information in FidSafe can give you peace of mind that you will always be able to retrieve it quickly. Get out your “virtual cleaning tools” today and do a little spring cleaning with folders, tags, and saved passwords.
Note: At the time this article was published in June 2019, these features are available only through the FidSafe web application and are not yet available through the FidSafe iOS application.