Documents Overview

Documents provides secure file storage for each household. Store tax returns, account statements, insurance policies, and any supporting files your clients need. Everything stays organized and accessible in one place.

Organizing Files

Create folders to organize documents by category, year, or any structure that fits your workflow. Nest folders as deeply as needed. Use the breadcrumb trail at the top to navigate back through your folder structure.

• Create Folder: Click New Folder and enter a name
• Upload Files: Drag and drop files or click Upload
• Move and Copy: Cut or copy files between folders
• Rename: Update file and folder names as needed
• Delete: Remove files or entire folders permanently

Collecting Documents from Clients

Need documents from a client? Generate a secure upload link and share it via email. Your client clicks the link and uploads files directly to the household folder. No login required for them.

• Click Generate Secure Link in the toolbar
• Choose an expiration period (30 days recommended)
• Copy the link and send it to your client
• Files appear automatically in the household documents

Finding Documents

Use the search bar to find files by name. Toggle between grid view and list view depending on your preference. Grid view shows larger previews while list view displays more files at once.

Supported Files

Upload PDFs, Word documents, Excel spreadsheets, images, and text files. Each file can be up to 50 MB. Sterling stores files securely and makes them available only to authorized users.