Key Concepts & Terminology

Understanding the key terms and concepts in Trustworthy helps you navigate your account and make the most of its organizational features.

Your Home Dashboard is the central hub where you can see recent activity, manage urgent tasks, and get a quick overview of your account. It is the first screen you see after logging in and is designed to bring the most important information to your attention.

• Activity Feed: This is a chronological log of every action taken within your account. It shows when files were added, viewed, or edited, and by whom—including actions performed by automation. The feed provides a complete and transparent history of your account's usage.

• Unsorted: This is a temporary holding area for files that Trustworthy could not automatically categorize. When you upload or email a document that the system doesn't recognize, it will appear here, prompting you to move it to the correct Category.

• Reminders: Notifications for important dates, such as passport expirations, insurance policy renewals, or tax deadlines. It helps you stay ahead of important life events so nothing gets missed.

Trustworthy provides several powerful tools to help you organize and find your information exactly when you need it.

• Categories: These are the primary folders used to organize all of your information. Categories like Family, Finance, Property, and Insurance act as digital organization, ensuring that every piece of data has a logical home.

• Items: Within each category, individual records are stored as items. For example, the Property category might contain separate items for your home and your vehicles. 

• Connections: Nested within an Item, Connections allow you to link items to other related items, such as connecting a vehicle to its insurance policy. Or a Family Member to a Bank Account. Connections allow you to have a full view of how information is related in your account.

• Search: The global search bar allows you to quickly find any file, contact, or piece of information across all Categories in your account. It's a quick way to locate a specific item without browsing through folders.

• Chat: This is an AI-powered assistant (Autopilot) that helps you find answers and summarize information stored in your account. You can ask direct questions like "What is my health insurance member ID?" to get instant, accurate responses based on the information in your account.

These core features are central to adding information and managing how your account functions.

• Add: The "Add" function is your gateway for importing information into Trustworthy. It allows you to upload files from your computer, forward attachments via a unique email address, and connect other services like Gmail.

• Collaborators: Collaborators are trusted individuals, such as a spouse, attorney, or financial advisor, whom you invite to access your information. You have full control over who you invite and what they can see.

• Secure Links: A secure link allows you to share documents securely with automation expiration and alerts when your files have been accessed

• Account Menu: Located at the bottom of the left-hand navigation, this menu gives you access to your account settings. Here, you can manage your subscription plan, view connections to other apps, export your data, and manage access for collaborators.