Organising documents with tags and folders

How to tag and group documents so they are easy to find later

SafeKeep helps you keep your important documents tidy and easy to manage by using smart tags and folders. This is your digital filing cabinet. Just like in real life, you can create folders to store documents together and use tags to label them with useful details.

This guide explains how tags and folders work, how to use them, and how to make the most of them in your account.

What are folders?

Folders are used to store documents in clear, grouped categories. You can think of each folder like a section of your filing cabinet. Documents can only be stored in one folder at a time, so choose the folder that best matches what the document is for.

For example:

• You might create a folder called Insurance for your car, home, or life insurance documents
• If you are planning a trip, you might create a folder called Travel to store flight confirmations, hotel bookings, itineraries, and travel insurance

You can create as many folders as you like, rename them at any time, and move documents between them whenever you need.

What are tags?

Tags are labels you can add to documents to give extra context. While a document can only live in one folder, it can have multiple tags. Tags help you quickly filter and find documents across different areas of your Safe.

You can use tags however you like. Some people use them to add details such as:

• The name of a person (for example, “Mum” or “Jack”)
• A date or year (for example, “2025”)
• A purpose (for example, “renewal,” “tax return,” or “legal”)

How to add tags

You can add tags to any document after it has been uploaded.

1. Open the document you want to tag
2. Click Edit
3. Scroll to the bottom of the page
4. In the Tags section, type a new tag or choose from ones you have already created
5. Save your changes

You can add more than one tag to the same document. Tags are stored and reusable so you may review multiple documents under one tag at once.

Where to find your tags

How to view and filter your tags in the web and mobile apps

Tags help you organise and quickly locate documents without relying on folders alone. Once applied, tags can be used to filter, search, and access grouped documents across both the web and mobile app.

On the web platform

• Your full tag list appears in the left-hand sidebar on the MySafe page
• Click any tag to instantly filter your documents by that tag
• You can also use tags as a filter within search by clicking the filter icon in the search view and selecting a tag

This allows you to refine your document view quickly, for example, seeing only items tagged with “home,” “medical,” or “trip to malaga.”

In the mobile app

• Go to the My Safe tab
• Tap the filter icon at the top right
• Choose from your available tags to filter documents instantly
• You can also apply tag filters when using the search function

Tags in the app behave just like on the web, helping you stay organised and making sure the right document is always easy to find.

Managing your folders and tags

You can rename, edit, or delete both folders and tags at any time. You can also move documents between folders or update tags as things change in your life.

Organising your Safe is flexible and fully in your control. You do not need to set everything up at once. Start with what makes sense for you, and update it as your needs grow.

Think of folders as the sections in your filing cabinet, and tags as the labels you stick on each page to make things easier to find. Together, they help keep everything clear, tidy, and ready when you need it.