How to Share documents with your Trusted Professional

Sharing files with your Trusted Professional couldn't be safer and easier.

Choose Files

Step 1 

Click CHOOSE FILES or ADD under any Files section. Your file browser will open. Select the file you want to share with your Trusted Professional. Your file will be upload and saved automatically.

Select the category

Step 2

Select a CATEGORY from the dropdown selector. Selecting a category now makes it easy for you and your Trusted Professional to sort through your files and quickly retrieve what's needed.

Learn more about Categories

Share with your Trusted Professional

Step 3


Hey presto that's it! Your Trusted Professional can now view the file you've shared when they log in to their account. Simply un-check the Trusted Professionals box if you no longer want to share the file.

Read more: Trusted Professionals | How to Remove a Delegate | How to Add a Delegate

I've got your back!Why It’s Important To Organise And Share All This Stuff With Someone

Life is full of twists and turns. Planning and gathering together all these jigsaw pieces now will relieve a lot of stress later. Whether you’re recovering from surgery, involved in an accident, or embarking on the one adventure every human must eventually take into the great beyond. This info will come in handy for you in every day life, your family and loved ones. By organising and sharing the location of all these things you’re helping yourself to become more efficient,  engaged in your life and your family can easily take over if needed.

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