After you install the app and unlock with your vault password, you can start filling your vault with real information. This guide walks through the first record: where to go in the app, how sections and categories work, and how files fit in.
1. Open a vault section
Use the sidebar or dashboard to open any area you want to start with, for example Financial, Household, Legal Documents, or Important Contacts. Each area is organized for a type of information you might want your family to have later.
1 Pick one place to begin
Choose something you can complete in a few minutes, such as one account, one contact, or one policy. You can always add more later.
2. Use Add to create a record
Inside a section, use Add (or the section’s add action) to open the form for that record type. Fill in the fields that matter to you; required fields are marked so you cannot save incomplete critical data.
2 Save and return to the list
After you save, the new entry appears in that section’s list. Open it anytime to view or edit.
3. Categories and subcategories
Many sections use a category summary first: you pick a subcategory (for example a type of account or document), then see records for that slice. If the section shows an All row, that view lists everything in the section together.
4. Documents and attachments
Where the product supports it, you can attach files (such as PDFs or images) to a record so instructions and paperwork stay together. Attachments stay inside your encrypted vault on your device, the same as the rest of your data.
Family Guide and Executor Guide use the information you add across sections. As you save records, those guides can reflect what you have entered. You can preview or print them from the app when you are ready.
5. Keep a recovery path
As you add data, confirm you understand how a trusted person will open the vault later. Settings includes tools such as your Vault Recovery File and backup options. Pair those with the access steps you document in the Family Guide.