Organizing Your Information
Learn how to upload documents, manage files, and organize your household information in Trustworthy.
Adding Files
Learn how to add files of all types, from PDFs to contact Vcards, using the best approach for you.
7 articles
Organizing Documents + Items
4 articles
Understanding Categories and Detail Pages
In Trustworthy, your information is organized into a simple, two-level structure: Categories and Pages. Categories are the main organizational folders...
How to Change Concept Types
Occasionally, Trustworthy may have in the past misclassified a file and or maybe you chose to create a page for it within a subcategory that isn't qui...
Creating New Pages From Trustworthy Suggestions
When Trustworthy reviews a document, it may identify people, vehicles, properties, accounts, or other important items that could benefit from having t...
Create Custom Documents in Family Resources
Family Resources is a unique category designed to help you bring context, clarity, and guidance to everything you’ve stored in your Trustworthy digita...
How to Delete Files
This guide explains how to delete files from your Trustworthy account. Following these steps will allow you to permanently remove items you no longer ...
Managing Contacts in Trustworthy
Keeping your household organized starts with making sure the right people—and companies—are connected to the right parts of your Family Operating Syst...
Change a Contact's Logo or Photo
You can customize the photo or logo displayed for any contact or family member in Trustworthy, including contacts that are automatically populated by ...
How to Edit Display and File Names
In Trustworthy, every file has two names: Display name — what you see inside Trustworthy (automatically suggested by Autopilot) File name — the orig...
What are Aliases on a Family Member page?
Aliases help Trustworthy recognize the many different ways a person’s name may appear across documents, accounts, bills, forms, and other information....
Choosing a "File to" Location
When reviewing a file in your Inbox, Trustworthy suggestions a filing location but also gives you the flexibility to choose an alternate location to s...
