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Organizing Important Documents

Updated over 3 months ago

In Crux you can store and organize your important documents in two main areas:

  • My Docs: your main Vault, with system folders like Photos, Documents, Health Docs, Videos, etc.

  • Nominee folders: one folder for each nominee, created automatically when you add them.

You can upload any type of file (documents, photos, videos, audio, etc.) and decide whether it should live in My Docs or inside a specific nominee folder.

1. Folder Structure in Crux

My Docs (main folder)

This is your main storage area. Inside My Docs you will find default subfolders, for example:

  • Photos

  • Documents

  • Health Docs

  • Videos

  • (and other system folders)

You can upload any file type and place it in the most appropriate folder.

Nominee folders

When you add a nominee, Crux automatically creates a dedicated folder for that person.
Everything you put inside that folder will be part of what they receive when the time comes.

2. Uploading and Organizing Documents in My Docs

  1. From the Dashboard, make sure you are in My Docs.

  2. Click Upload or drop.

  3. Select the file you want to add (PDF, image, video, etc.).

  4. Choose the correct subfolder (e.g. Documents, Health Docs, Photos, Videos).

  5. Confirm the upload. The file will appear in the selected folder.

You can repeat this to keep all your important documents organized by type.

3. Adding Documents for a Specific Nominee

  1. From the Dashboard, open the folder of the nominee you want to add documents for.

  2. Click Upload or drop.

  3. Select the file you want to upload.

  4. The file will be saved inside that nominee’s folder.

Anything stored in a nominee’s folder is what they will receive after activation.

You can also open a nominee folder and delete specific files at any time if you no longer want them to receive those items.

4. Creating New Folders

When you create a new folder, it must always belong to a specific parent:

  • Either inside My Docs, or

  • Inside a specific nominee folder.

Steps:

  1. Click Create folder.

  2. Enter the folder name.

  3. Select the parent folder:

    • Choose My Docs if it is a general folder for your own documents.

    • Choose a nominee’s folder if this new folder is meant for that nominee.

  4. Confirm to create the folder.

5. Viewing Your Notes and Journal

From the Dashboard you will also see the option View Journal.

  • Clicking it shows all the notes and journal entries you have created.

  • Journal entries are not stored as files in My Docs but are still part of your overall legacy information.

6. Deleting Documents

  1. Open My Docs or a nominee’s folder.

  2. Hover over the file you want to delete.

  3. Click the three-dot menu (⋯) next to the file.

  4. Select Delete.

  5. The file will move to Deleted files, where you can restore or permanently delete it.

Troubleshooting

  • The file is in the wrong place: Delete it and upload it again in the correct folder (My Docs or the right nominee folder).

  • I don’t see my nominee’s folder: Check that the nominee has been added correctly in My Nominees.

  • I can’t find a document: Use the search bar at the top or check both My Docs and nominee folders.

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