How to Create a Secure Link

December 18 2024 5:36pm


Sharing your important documents with others is now easier than ever.


A secure link allows you to share securely and have complete control over who can access your family’s information. Simplified document sharing means more no hunting and searching your files and email for important attachments.

  • Secure links automatically expire based on your selection, choose from one hour, day, week, or month expirations dates

  • Custom alerts send notifications when your files have been accessed and when they’ve expired

At any time, you can manage access and permissions and invite collaborators or revoke access using your account settings.

Create a secure link

  1. Choose the document or attachment you need to share with someone (an example might be that your loan company needs a copy of your driver’s license).

  2. Click on the item you want to share. In this case, navigate to the Family ID category, click the tile of the person with an ID you want to share. 

  3. In this case we've chosen a passport. When you click the three dots to the right of your passport details and choose "Share", you'll be prompted to choose an expiration date

  4. Copy or email your link to the party of your choice



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