Interested in seeing a Sample Account?

Unsure what The DocSafe is and how it works?

 

To enter our SECURE site and get a closer look at how The DocSafe is organized, enter the following information for "Read Only Access" to the Membership Profile of our imaginary friends, Andrew and Mary James.

 

Username:  Sample

Password:   P@ssword1

 

You are also welcome to download our FREE Estate Planning Guide (under the Estate Planning Tab) and Funeral Guide (under the Funeral Tab) while you are logged into the James' profile.

 

 Click here to LOGIN 

 

 

 

You can also look at our video on how to easy The DocSafe is to use.

 

 

 

Uploading documents into your personal DocSafe is as easy as attaching a document to an email.  
You simply upload your documents and files in 4 steps:

 

4 STEPS TO ORGANIZATION

 

 

1.    CLICK "CHOOSE FILE"

To upload a document, Click "Choose File".

 

 

 

 

 

 

 

2.    LOCATE YOUR DOCUMENT

Locate the document that you want to upload and Click "Open".

 

 

 

 

 

 

 

 

3.    CLICK "UPLOAD"

Click "Upload" to complete the upload of your document.

 

 

 

 

 

 

 

 

 

4.    UPLOAD COMPLETE

Your uploaded document can be retrieved on the page where you uploaded it and on the Summary Page.

 

Be sure to open your uploaded document to ensure that it fully uploaded before you log off.

 

 

 

 

 SET UP YOUR ACCOUNT