Overview
When it comes to managing your estate, having proper documentation is crucial. Quicken LifeHub offers a convenient solution for tracking and storing all of your important documents in one place.
With Quicken LifeHub, you can easily upload your documents and have digital access to them whenever you need. This not only saves you time and effort, but also ensures that your documents are safe and secure.
Creating a New Document
To create a new document in Quicken LifeHub:
Click on the All Items tab in the navigation menu on the left.
Click on the New Item button in the top right-hand corner.
Choose the Document item from the options.
Enter a name for your document and click Create.
Once your document is created, you can provide more information by filling out the following fields:
Who’s This For? – The person this document will pertain to.
Location of the Original – Location where the original document is being kept.
Files & Documents – Upload files or pictures to access your important documents from Quicken Life Hub.
Organize with Folders – Organize your documents by placing them into custom created Folders.
Notes & Descriptions – Enter any additional notes.
If you have any further questions or need assistance, please don't hesitate to reach out to our customer support team.