Getting started
Create an account, understand the dashboard, and begin your vault.
- 1Create your account from the sign-up page.
- 2Add profile details directly or upload a supported document.
- 3Review extracted information before using it.
Help centre
Find a clear next step.
Start with the topic that matches what you are doing. If something still is not working, contact the team with the page and error details.
Uploading documents
Prepare PDF, JPG, and PNG files for accurate processing.
- 1Use clear, complete files no larger than 10 MB.
- 2Avoid cropped edges, glare, blur, and missing pages.
- 3Check the extracted label, category, fields, and quality notes.
Your vault
Review saved identity information and alternate values.
- 1Open Vault to view or edit your profile.
- 2Use Overview to see information collected from documents and manual entry.
- 3Check personal info to compare typed values with your vault and files.
Advisors and drafts
Use document, education, travel, and career workspaces.
- 1Choose the advisor that matches your task.
- 2Provide enough context for a useful result.
- 3Review every generated draft before using it.
Sharing
Create and manage controlled document links.
- 1Select only the documents the recipient needs.
- 2Set an expiry and access limit.
- 3Review activity or revoke an active link from the dashboard.
Privacy and security
Make safer choices around personal information.
- 1Never share your password or authentication token.
- 2Send share links only to intended recipients.
- 3Use the contact form for privacy or account requests.
Still need help?