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, we recommend selecting the document type first. This ensures that the document is properly categorized and attached to the appropriate section from the start.
Click the Add New Item tile in the left navigation menu.
Select Manual Entry.
Choose the appropriate item type.
Enter the name of the person or entity the item belongs to.
Click Save.
Once you have created the item type, click the + icon in the upper-right corner of the Files & Documents section.
Locate the document you want to upload, select it, and click Open.
Once your document has been created, you can add additional details by completing the following fields:
Belongs To: Specify the person to whom the document pertains.
Files & Documents: Upload files or images so you can access your important documents from Quicken LifeHub.
Information: Add detailed information related to the uploaded document.
Notes: Enter any additional details or important notes.
Folder Access: Organize your documents by placing them into custom folders.
If you have any further questions or need assistance, please don't hesitate to reach out to our customer support team.