How to upload your first document

Step-by-step instructions for uploading a document to SafeKeep on web and mobile

Adding your first document is a great way to get started with SafeKeep. Whether you are using the web platform or the mobile app, uploading is quick, secure, and helps you feel more organised right away.

Choose your platform below to get started.

Important note: Maximum per file when uploading to a document is 10 MB.

If you are using the web platform

1. Log in to your account

Go to https://app.mysafekeep.com/login and log in. From your dashboard, click Add document.

2. Choose a document type

You will see a screen asking you to select what kind of document you are uploading. Examples include:

  • Passport
  • Will
  • Insurance policy
  • Medical record
  • Bank details

This helps keep your Safe organised and structured.

3. Choose a folder (optional)

You can choose to add the document to an existing folder or create a new one. Folders help you group related documents together.

4. Upload your file

Click to upload your file from your computer. You can add one or more files to a single document. This could be a scanned copy, PDF, or photo.

5. Use AI to auto-extract information (Essentials and Premium only)

If you are on the Essentials or Premium plan, you will be asked if you want to use AI to help pull out key details from the document, such as names, dates, or account numbers. You can choose to use this or skip it.

6. View and edit your document

Once the document is uploaded, you will be taken to the document detail screen. Here you can:

  • Review the information
  • Add or adjust details
  • Edit the document name or folder
  • See when it was last updated

Everything you save is securely stored and easy to access later.

If you are using the mobile app

1. Open the app and tap

Add document

Start from the home screen and tap Add document to begin the step-by-step upload flow.

2. Choose a document type

You will first be asked what type of document you are adding. Select the option that best matches.

3. Select a folder

Next, choose a folder to store the document in. You can select an existing folder or create a new one.

4. Upload or take a photo

You will then choose how to add the document:

  • Upload a file from your phone
  • Take a photo using your camera

If you choose to take a photo, your camera will open so you can snap the document directly.

5. Confirm your upload

After uploading or taking a photo, you will see a confirmation screen. Once confirmed, the document is saved to your Safe.

6. Use AI to auto-extract (Essentials and Premium only)

If available on your plan, you will be asked if you would like AI to auto-extract information from the file. This is optional and can be skipped.

7. Review and manage your document

Once added, you can:

  • View the document details
  • Edit or update information
  • Make changes to the folder, file, or title

Your document is now safely stored and available any time you need it.

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