How to Upload Documents to Your Vault

Your vault is most powerful when it actually contains your important documents. This guide walks you through uploading files from your computer or phone so everything lives in one protected place.

Upload from your computer

1. Sign into your IronClad Family account.
2. Open the vault and folder where the document should live (for example, Estate & Legal).
3. Click Add or Upload document.
4. Select the file from your computer and confirm.
5. Give it a clear title such as “Smith Family Living Trust – 2024”.
6. Add a short note if helpful (for example, “Signed version after refinance.”).

Upload from your phone or tablet

1. Open your browser and sign into your vault.
2. Navigate to the correct folder.
3. Tap the upload option.
4. Choose whether to:
   • Take a photo of a paper document, or
   • Select an existing photo or file from your device.
5. Check the preview to make sure the text is readable before saving.

Best practices for clean uploads

• Use good lighting and lay paper documents on a flat surface.
• Capture all pages, including any back pages with notes or signatures.
• Avoid cropping out signatures, seals, or page numbers.
• Use descriptive titles instead of “scan001.jpg”.

Replacing older versions

When a document is updated (for example, a new will or new insurance policy), upload the new version and either:

• Move the old file to an “Archive” subfolder, or
• Rename it with “OLD – do not use” in the title.

For your security, support cannot accept files by email or upload on your behalf. Always upload documents directly from a trusted device into your vault.