Upload & Organize Your Planning Files
Why Use the Filer?
The filer gives you a single place to keep all your planning documents—checklists, budgets, goal‑setting spreadsheets, and more. It lets you:
- Quickly upload new files from any device
- Access them from anywhere with an internet connection
- Share selected files with collaborators or mentors
Getting Started
- Click the Upload button to select a file from your computer or mobile device.
- Choose a folder (or create a new one) to keep your files organized.
- Add a brief description so you can find the file later.
- Save—the file is now stored securely.
File Types Supported
- PDFs
- Word documents
- Spreadsheets (Excel, CSV)
- Images (JPEG, PNG, GIF)
Tips for Organizing Your Files
| Folder Structure | Example | Purpose |
|---|---|---|
| Goal‑Planning | Goal‑Planning/2024‑Personal | Store yearly goals and action plans |
| Budget | Budget/Monthly | Keep monthly budget sheets and receipts |
| Resources | Resources/Books | PDFs or notes from books you’re reading |
Use consistent naming: YYYY-MM-DD-Title.ext makes searching a breeze.
Security & Best Practices
- Password protect any sensitive documents before uploading.
- Enable two‑factor authentication on your account for added safety.
- Regularly back up your files to an external drive or cloud service.
Frequently Asked Questions
- Can I delete files? Yes—select the file and click the trash icon.
- What happens if I forget my password? Use the “Forgot Password” link to reset it.
- Is the filer mobile‑friendly? Absolutely—access it from any smartphone or tablet.
Enjoy a streamlined, secure way to keep all your planning resources in one place.