Get Started with Uploading Documents

Planning a big goal often requires a collection of files—budgets, contracts, research, and more. A dedicated upload area lets you keep everything in one place, ready for review and sharing.

What Can You Upload?

• PDF – Ideal for reports and contracts.
• DOC/DOCX – Word documents for editable plans.
• XLS/XLSX – Spreadsheets for budgeting.
• PNG/JPG – Images of charts or hand‑drawn sketches.

File‑Size Guidelines

Keeping uploads lightweight ensures fast loading and easy sharing. If a file exceeds the limit, consider compressing images or splitting large PDFs.

Security & Privacy

• Encryption – All uploads are transmitted over HTTPS.
• Access Controls – Only you and invited collaborators can view your files.
• Automatic Deletion – Files older than 90 days are archived to free space.

How to Access Your Uploaded Files

1. Log in to your account.
2. Navigate to the My Files section.
3. Use the search bar or filter options to find a specific document.
4. Click to open, download, or share via a secure link.

Frequently Asked Questions

• Can I rename a file after upload? Yes, use the Rename option next to each file.
• What if I need to delete a file? Select Delete; you’ll receive a confirmation prompt.
• Is there a backup? All files are backed up daily, but it’s wise to keep local copies of critical documents.

Tips for a Smooth Upload Experience

• Check your internet connection before starting a large upload.
• Use a modern browser (Chrome, Firefox, Edge) for best compatibility.
• Avoid simultaneous uploads of very large files to prevent timeouts.

By keeping your documents organized and secure, you’ll free mental bandwidth to focus on turning your vision into reality.