Introducing the Trustworthy Inbox

The Trustworthy Inbox is where all of your new files arrive for review before they are added to your account. It combines automation with your judgment, helping you stay in control while spending less time organizing information.

When a new file arrives, Trustworthy can read the document, identify important information, suggest where it belongs, and uncover related items that may be helpful to create or connect. But your information is personal, and you should always have the final say.

The Inbox gives you one place to review new files, confirm what looks right, and make changes when needed.

You can spend as much time reviewing as you like—or simply accept a recommendation and move on. The choice is yours.

New files can arrive in your Inbox in several ways, including:

• Uploading files from your computer

• Scanning documents with the mobile app

• Forwarding files by email

• Importing information from connected services such as Gmail

Gmail is the only one of these that brings files in on its own. If you would like to change what it imports, or stop it, see Gmail Connector: Automatically Importing Files into Your Inbox.

As each file is processed, Trustworthy may:

• Suggest where the file belongs

• Identify important details found in the document

• Generate a summary

• Recommend related pages that may be helpful to create

• Suggest reminders

Nothing is added to your account until you review and accept the file.

For many files, the suggested filing location may already be correct.

In that case, simply click Accept and Trustworthy will file the document in the suggested location. If a new page is needed for that filing location (look for the New icon), Trustworthy will create it automatically.

For many members, this quick review process is all that's needed.

Trustworthy recognizes many document types automatically, but some may need you to choose where they belong. When this happens, you'll see Where should this document go? and a Pick a location button instead of Accept.

This usually means the document is a type Trustworthy doesn't recognize yet. It can also happen when a scan or photo is difficult to read.

Trustworthy still creates a searchable title and summary for your file. However, details like names, dates, and account numbers won't be extracted automatically, and suggested connections and reminders won't be available.

1. Choose a location. Click Pick a location, select a category and page, and file your document. You can always move it later.

2. Add details if you'd like. You can enter important information directly on the page where you file it.

3. Help us recognize more documents. Email support@trustworthy.com with information about the type of document you're working with. Your feedback helps us prioritize which document types to support next.

If you'd like to take a closer look before filing, click anywhere on the file row to open the review panel.

The review panel allows you to:

• Preview the document

• Read a summary

• Review or change the filing location

• Review and edit extracted details

• Review suggested pages and connections

• Review suggested reminders

You can accept, modify, or ignore any of these suggestions before filing the document.

Trustworthy's suggestion is only a suggestion. Any time you would rather file a document somewhere else, you can change the location before you accept it.

Select the appropriate category and page, then continue filing the document as usual.

Sometimes Trustworthy identifies additional information that may deserve its own page. Pages come with benefits such as serving as an area for deeper organization of related files, as well as a place to which you can add reminders.

For example, a document may reference vehicles, family members, properties, accounts, policies, or other items that do not yet exist in your account.

You can create these pages directly from the review panel with a single click.

If you choose not to create them during Inbox review, that's okay. The information remains available on the destination page, where you can review and create those suggested items later.

The goal is to keep files moving into your account, not sitting in your Inbox. Whether you take a moment to review every suggestion or simply confirm the filing location and click Accept, your information becomes organized and available when you need it.

You don't need to review every file immediately. Files remain in your Inbox until you accept them, so you can come back whenever it's convenient.

You can delete a single file, or bulk delete many files at once.

One file — open the file's menu (hover on the file row, and click the three dot menu) and select Delete file.

Multiple files at once — click Select files above the list. Tick each file you want, or use Select all, then click Delete # files and confirm. You can select up to 100 files at a time, so if you have a lot of files to clear out, repeat the steps.

Deleted files are permanently removed from your account, and this can't be undone.

If the files came from a connected Gmail account, this removes them from Trustworthy only. The original emails and their attachments remain in the Gmail account, and the files will not be imported again.

If files from one sender keep arriving and you don't want them, you can stop that sender from your Inbox.

Open the file's menu (hover on the file row, and click the three dot menu) and select Block sender. Trustworthy stops importing from that email address and removes that sender's files still waiting in your Inbox. Files you've already accepted into your account are not affected.

After you delete multiple Gmail files at once, Trustworthy also offers to block those senders — so you can clear them out and stop them from coming back in one go.

Blocking is available for files that arrived through a Gmail account you connected. See Gmail Connector for the full picture.

The Trustworthy Inbox works the same way in the mobile app as it does on the web, allowing you to review new files wherever you are.

Open the Inbox tab to see all files waiting for review. Tap any file to open the review screen, where you can:

• Review the document preview.

• Edit the suggested title, if needed.

• Review and update extracted details.

• Choose a different filing location if you do not like Trustworthy's suggested location.

• Accept the file when you're satisfied with the details.

After you tap Accept, the file is added to your Trustworthy account and removed from your Inbox.

Also, keep in mind, that any new uploads you make directly in the app will appear in your Inbox for review before they become part of your organized account.

• Article Collection: Adding files to your Trustworthy account

• How to View all of the Files In Your Account

• How to Change a Revolving Account to a Credit Card, and Other Concept Changes

• Options for Sharing Access to Your Trustworthy

• Gmail Connector: Automatically Importing Files into Your Inbox