Help & Guides
Step-by-step guidance to help you use your account, organise your information clearly, and manage trusted access with confidence.
This section provides detailed written guides for key tasks. Screenshots can be added later using the placeholders on each guide page.
Adding records
Learn how to create a record, complete each section of the form, and understand categories, trusted access, reminders, documents, and record exports.
Adding documents to records
Learn how to upload supporting files to a record and manage whether they are available in trusted access.
Adding and amending categories
Learn how categories work, how notes can be used, and how categories affect the way records are organised.
Adding trusted people
Learn how to add a trusted person, manage their details, and understand trusted access documents.
Enabling trusted person link
Learn how to enable trusted access securely, control what can be viewed, and understand trusted access documents as well as trusted record exports.
Using trusted person access
A guide for the trusted person receiving access, including the link, access code, records list, downloads, and PDF exports.