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Support

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Getting Started Tips

Not sure where to start? Check out our Getting Started Tips series below and quickly learn the ins and outs of the major functions of Doculife.

You’ll be uploading docs and creating widgets in no time.

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Tip 1: My Binders

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Tip 2: Inside Binders

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Tip 3: Uploading

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5 Things You Can Do Right Now

Sign Up / Log In Questions

How do I Sign Up or Log In?

The best way to Sign Up or Log In is to click or tap this link: https://mydoculife.com.

You may also click or tap the “Sign Up / Log In” button found in the header or footer of the Doculife Marketing Site.

An existing user may have also invited you to join Doculife to collaborate or as a contact. Simply click or tap the link or blue button in the SMS or email you received.

What ways can I Sign Up or Log In?

Doculife offers 3 ways to Sign Up or Log In:

Email / Password
Simply enter an email and password combination. Email and passwords are stored with Auth0, the leading identity protection service, and not with Doculife. We’ll send you an email to confirm it’s you.

Mobile Number
Use your mobile number to sign up or log in. We’ll shoot you a text to confirm it’s you and doubly secure your account.

Social
Doculife offers social sign on through Facebook, Windows or Google services. Auth0, the leading identity protection service, handles the authentication process. Doculife never sees or saves your password. The next time you Log In, you’ll simply tap the social icon you used to sign up and you will be logged in. That easy.

Do I have to complete On-boarding?

There are only 3 steps to On-boarding:

  1. Personal Information – This is simply name, email and phone number. Since you’ll be adding documents and files with sensitive information, we require you to verify your mobile number or email to ensure its you. This is not skippable and protects you and your documents.
  2. Choose a Plan – Doculife offers very affordable Individual and Family Plans on a yearly subscription or a ‘pay once’ Lifetime Plan. You may choose the Free Plan, but a subscription will cost more later if you choose to upgrade.
  3. Referrals – Refer 3 or more friends to Doculife. If they sign up we’ll send you an awesome free gift that’s actual pretty cool. This step is optional.

And that’s it. On-boarding with Doculife is quick and painless.

Binder Questions

What is a binder?

A binder is simply a much better folder.

Binders can hold so much more than old-school file system folders. Binders can contain interactive and dynamic widgets like maps, routes, albums, bookmarks, reverse VIN lookup and more.

Binders can be shared with anyone. invite colleagues, friends, classmates, service professionals like your lawyer, accountant or contractor to collaborate in any binder.

How do I create a binder?

When you first log in to Doculife, you will see My Binders. There will be a single Getting Started binder that has some helpful documentation about Doculife for you to check out.

On the left hand side or binder templates for a multitude of everyday usecases like insurance, finance, employment, vehicle, investments and more. Choose one to get started.

When the template loads, give it a name that makes sense to you. You will see a checklist on the left of suggested documents to upload. Drag and drop documents and files onto the empty document cards or onto the checklist item itself. The document will upload and that checklist item satisfied.

You can also create your own custom binder. Simply click on the “Create a Custom Binder” link under templates, or the large empty binder tile with the “+” on it.

Give it a name and off you go. Add documents and files by clicking the “+” button at the top, or click the pencil icon to start creating with Widgets.

How do I delete a binder?

To delete a binder, from the My Binders screen hover over the binder you wish to get rid of.

When you see the vertical three dots to the right of the binder name, click that. You will see a list of options to choose from pertaining to the binder.

Choose delete. you will be shown a confirmation screen. Choose delete again and the binder will be gone.

NOTE: Binder contents such as documents and files, WILL NOT BE DELETED. You are simply deleting the container holding those things.

How do I share a binder?

There are 2 ways to share a binder and invite others to collaborate.

My Binders
Hover over the binder card for the binder you wish to share.

Click the three dots that appear to the right of the binder name.

Choose ‘Share’.

From the collaboration modal that appears, enter the details for the person you wish to share with.

Once they accept the invitation, they can then view, add and edit your binder.

From Inside Any Binder
Click on the gear/three dots underneath the binder name.

Choose ‘Share Binder with…”

From the collaboration modal that appears, enter the details for the person you wish to share with.

Once they accept the invitation, they can then view, add and edit your binder.

Import / Upload Questions

How do I add documents and files to Doculife?

There are many ways to get your documents and files into your binders and Doculife account:

From within any binder:
Click the button underneath the binder name. You will see the upload window open.

The upload window is full of helpful information on ways to get documents and files into Doculife. Right now we will look at the top right corner of the upload window.

Enter any tags you’d like to associate to the documents and files to be uploaded.

Next either select the blue link “Click here to upload files from file system” or simply drag & drop documents and files into the dotted rectangle.

Clicking the link will open your computer’s file system browser. Navigate to the documents and/or files to be uploaded. Select and choose “Open”.

From the Documents tab:
In the top left corner, enter any tags you’d like to associate to the documents and files to be uploaded.

Next either select the blue link “Click here to upload files from file system” or simply drag & drop documents and files into the dotted rectangle.

Clicking the link will open your computer’s file system browser. Navigate to the documents and/or files to be uploaded. Select and choose “Open”.

From the DocuSnap™ app:
Download the DocuSnap app from either the Apple app store or Google Play store.

Every binder has its own unique QR code. To view it, click the  button under the binder name to open the upload window. In the middle column you will see the QR code.

Open the DocuSnap app and when prompted, point it at the QR code. this ensures that 1. It’s really you and 2. Tells DocuSnap what binder to upload the files to.

Create or choose tags from your list to associate to the images about to be taken. Snap as many photos as you need. They will be automagically uploaded to your binder. The concierge will notify you when they are there with a ring of the bell.

From any email into Doculife:
We’ve all got tons of attachments in our email. Forward them to Doculife!

Every binder has a unique-to-you import email address.

Click on the copy button  underneath the binder name. This will copy the email address to your clipboard.

From your email application of choice enter this copied address in the “To:” line of an email with attachments you wish to forward to Doculife.

In the Subject: line add tags you wish to be applied to the attachments. Use this format: “Tags: tagone, tagtwo, tagthree” replacing with your own tag names.

Now hit the send button. Doculife will process the attachments adding the proper tags and placing them into the proper binder.

The concierge bell will ring when they arrive. Super easy and super cool!

Alternatively if you have many paper documents, you can use a document scanner to scan and email directly in one action, to Doculife using the same address.

 

What types of documents and files should I store in Doculife?

Doculife accepts most major filetypes, as well as multimedia files such as pictures, videos and audio recordings.

When you first log in to Doculife, we’ll show you a list of ‘starter templates’ if you’re not sure what to do first. These are common use-cases like banking, investment, vehicle, employment, and so on.

The use-cases for Doculife are endless! Here are a few to get you thinking.

Security Questions

Are digital copies legal?

In most jurisdictions the law is reasonably settled that the requirement for a document to be “in writing” can be satisfied by a digital copy.

Are digital copies of Titles, Wills, etc as good as the original?

The law is still developing in this area particularly where the grant of probate is required for a will.  In some jurisdictions the grant of probate for electronic wills is possible but in general terms for wills it is preferable that an original of the document is retained where the digital version can serve as a copy.  In many jurisdictions title deeds are now electronic and copies are no longer required.  For those jurisdictions that do not have a centralized electronic titles register it is still necessary to retain original documents.

What's the benefit of storing images of Passports and Drivers License when they can not be used as copies?

Having copies of these personal identification documents can help prove your identity if it is stolen and being misused.  Having a reliable electronic record of the original document readily available will often assist in reducing the time taken to obtain a replacement passport or drivers licence.  Producing the digital copy to your consulate will generally make it much easier to prove your identity and get a new passport.

Who can view my documents?

The only people who can view your documents are:

You – You can see your own files

Collaborator – Collaborators are restricted to whichever binder you have granted them access to. They cannot see any of your other binders or their contents, until you grant them access.

Sharing – Sharing privileges restrict users or non-users to whichever binder or file you have granted them access to. They cannot see any of your other binders or their contents, until you grant them access.

Doculife – Doculife cannot see the contents of anything you put into your account.

Where does Doculife store my information?

Doculife stores customer information in a number of data centers. More details as to what information we collect, and what we might do with it, can be found in the Doculife Privacy Policy.

Each independent Concierge has there own Terms & Conditions and Privacy Policy, found on the About This Concierge tab on all Concierge subscription plans.

The Doculife encryption key store is in a different physical, logical and legal jurisdiction from vaults.

Does Doculife hold my password?

No. Doculife does not collect or store your login information.

When you create a Doculife user account, a third party ‘federated identity’ provider, Auth0, integrates with the source of your account (eg your chosen email/password combination, Facebook, LinkedIn, Google) and performs all authentication functions. Your password is managed by those organizations, not by Doculife, and Doculife has no way to obtain your password.

General Questions

Who is Doculife?

Doculife is Doculife Global Inc, a USA registered and regulated company. We have a number of international operating subsidiaries.

Our founders, executive managers and technical staff have long and decorated histories in information and application security and building enterprise software/service solutions at global scale.

What’s the difference between Doculife and Dropbox, Box, other online cloud storage services?

Benefits
Doculife helps you organize your life and get things done through its checklist driven visual layout.

Quickly see your documents without having to remember file names. Also add images, sounds and video.

Features
Create interactive widgets like maps, routes, countdown timers, VIN lookup, embed video, bookmark websites, and more, all within Doculife.

See your documents and files in a masonry grid layout and experience them visually.

Security
Other “online file sharing” services offer a different type of online document storage service that has a lower grade of security and integrity (even though they generally have user-document/file access control and in some cases optional features such as encryption.)

Doculife is the only service provider which secures your documents using a multi-layered multi-party encryption process.

What types of documents and files should I store in Doculife?

Doculife accepts most major filetypes, as well as multimedia files such as pictures, videos and audio recordings.

When you first log in to Doculife, we’ll show you a list of ‘starter templates’ if you’re not sure what to do first. These are common use-cases like banking, investment, vehicle, employment, and so on.

The use-cases for Doculife are endless! Here are a few to get you thinking.

How much is it and when do I pay?

Current Doculife pricing and plans can be reviewed here.

Subscription fees are paid annually, by credit card.

If you select a Lifetime plan, your credit card is charged once.

Currently Visa, MasterCard, American Express and Discover cards are accepted as valid forms of payment.

A primary source of payment is saved within the user’s account. This can be seen and/or modified by logging in and selecting the Account tab.

How do I get help?

Send us a note at support@doculife.com and one of our support staff will be in contact with you within 24 hours.

I have an idea, is Doculife interested?

We’re happy to accept suggestions and feedback using our contact form.

*FAQ’s are not in the form of legal advice. Users should obtain his or her own advice for the law in the jurisdiction they are in.