Help Center

Documents and storage

Supported files, size limits and sharing your documents.

Organised folders and documents in a bright home workspace

Supported files

Supported document uploads are PDF, DOC, DOCX, JPG and PNG, with a maximum of 10 MB per document. The document manager lets authorised users view, download, rename, group and delete files.

Available storage

Storage allowances depend on the plan. Public plan inclusions will be confirmed for launch. If an upload cannot be completed, check the file size and the current plan information before trying again.

Keep the right people informed

A viewer needs permission to the relevant section and record, plus explicit access to the individual file. Review document recipients when you change portfolio sharing.

Which financial documents can I upload?

The documented app supports PDF, DOC, DOCX, JPG and PNG uploads, up to 10 MB per document. Uploads also depend on your storage allowance.

Can I recover a deleted financial document from a restore point?

Do not assume so. Record restore points do not guarantee recovery of deleted file contents; keep an independent copy of critical documents.

Start with what you have

Bring your financial life into focus.

You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.

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