Keeping your important files organized and secure in eLifeVault is quick and easy. Whether you want to save documents, receipts, photos, or records, you can import them directly into your chosen category inside the app.
Follow these simple steps to import a file:
Steps to Import Files
- Go to Account
- From the main menu, tap on Account to open your account options.
- Select Import
- Tap Import to start the process.
- Select Files
- Choose Files to access your phone’s file storage and cloud options (such as iCloud, Google Drive, or OneDrive, if enabled).
- Select the File to Import
- Browse your folders and tap the file you want to save into eLifeVault.
- Assign a Category
- Place the file into the correct category (for example: Health, Personal, Business, Estate Planning, etc.).
- Add Name and Tags
- Give the file a clear name for easy searching.
- Add tags (like “receipt,” “insurance,” “2025”) so you can quickly locate it later.
- Save
- Tap Save, and your file will be securely stored in eLifeVault.
Example: Importing an Insurance Policy
Suppose you want to store your car insurance policy:
- Go to Account → Import.
- Select Files, then choose your PDF insurance policy.
- Assign it to the Insurance category.
- Name it “Car Insurance – 2025” and add tags such as “car,” “policy,” and “insurance.”
- Tap Save.
Now, whenever you need that document, you’ll find it instantly under your Insurance category in eLifeVault.
✅ With these easy steps, you can keep all your critical files safe, organized, and always accessible in eLifeVault.
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