SecureDocs Cloud
Onboarding guide

From first sign-in to a vault your family can actually open.

Follow this once, end to end, and you will have documents in your own cloud, people who can reach them, instructions they can act on, and a paper card that leads them there. About thirty minutes.

  1. 1 · Create your account

    2 min

    Sign in with Google, or with an email address and password. On the sign-in screen choose Individual — the Advisor option is a separate portal for professionals.

    • Google sign-in is fastest and lets you link Google Drive in the same flow.
    • Email sign-ups confirm the address before the vault opens.
    • Your login never gives us access to your cloud files — that is a separate consent in step 2.
  2. 2 · Connect your own cloud storage

    3 min

    Open Storage backends on the dashboard and link Google Drive, Zoho WorkDrive or Dropbox. Every file you upload is written into a SecureDocs Vault folder inside that account.

    • Link more than one account per provider — a personal Gmail and a work Google account can both sit here.
    • Mark one account as Default: new uploads land there unless you pick another.
    • Already have documents in a different cloud? Use Migrate all documents to move them without re-uploading.
    • Storage health re-checks each account and flags a revoked or expired grant before it becomes a crisis.

    Nothing is copied to our servers. If you ever delete your account, the files stay exactly where they are in your drive.

  3. 3 · Upload and organise your documents

    10 min

    Drag in single files or whole folders. Give each document a category, optional tags and — where relevant — an expiry date.

    • Start with the twelve household essentials: ID, passport, will, insurance policies, property papers, bank and card details, loans, tax filings, medical records, nominee details and locker keys.
    • Set an expiry on anything that renews (passport, licence, motor and health policies) so reminders reach you in time.
    • Create custom folders from the Folders panel, or just ask the AI assistant to create one for you.
    • The Household essentials checklist scores your vault and names the biggest gap outright.
  4. 4 · Add nominees and give each one a role

    5 min

    Nominees are the people who may reach your vault when you no longer can. Add as many as you need and scope each one precisely.

    • Viewer can preview documents; Downloader can also save copies; Executor additionally receives the brief and password handover.
    • Restrict each nominee to specific categories — a sibling can see insurance without seeing tax filings.
    • Every nominee is verified over both email and SMS before a single document is revealed.
    • Tell each person they are a nominee. An unlisted nominee cannot help.
  5. 5 · Set your digital life check

    1 min

    The life check is what keeps access closed while you are fine, and opens it when you are not. Confirm you're around whenever we ask, and nothing changes.

    • If the life check lapses, a countdown starts and nominees are notified.
    • An emergency request from a nominee still waits out a buffer window, and you are alerted throughout it.
    • You can cancel any pending unlock instantly by signing in.
  6. 6 · Seal the Bitwarden password handover

    3 min

    Store the credentials to your password manager, encrypted with AES-256. They unlock for your executor at the same moment your documents do — and never before.

    • We cannot read the sealed value; it is decrypted only for a verified executor after the unlock condition is met.
    • Add a short instruction line: which vault, which email, whether 2FA recovery codes exist and where.
  7. 7 · Write the executor brief

    10 min

    The brief covers what documents can't: who to call first, which accounts and debts exist, subscriptions to cancel, locker numbers, and your wishes.

    • A full document inventory is generated automatically alongside whatever you write.
    • Print it and keep a copy with your will — it works on paper as well as on screen.
  8. 8 · Print your Legacy Card

    2 min

    The card is the physical link to the digital vault. A wallet-sized card and a fridge sheet, each carrying a QR code to the nominee recovery page.

    • No passwords are printed. A finder still has to be a listed nominee and pass email and SMS verification.
    • Keep one in your wallet, one with your will, one at home where family will look.

    Most vaults fail here — not because they are insecure, but because nobody knew they existed.

Keeping the vault current

A vault is only as useful as its last update. Four habits keep it trustworthy.

Act on expiry reminders

Renew the document, then update the expiry date so the next reminder is accurate.

Ask the assistant monthly

“What's expiring?”, “What am I missing?”, “Which card is dormant?” — it reads your own vault.

Re-check storage health

One click confirms every linked cloud account still answers.

Review people once a year

Nominee roles, advisor consents and family members change more often than documents do.

Questions people ask first

What happens to my documents if SecureDocs Cloud shuts down?

Nothing. Files are written into your own Google Drive, Zoho WorkDrive or Dropbox account under a SecureDocs Vault folder. We store metadata — names, categories, expiry dates, who may see what — not the files themselves.

Can you read my documents?

We hold a storage grant you gave, used only to write your uploads and to stream a file when you, a nominee or a consented advisor opens it. The Bitwarden handover is encrypted so it cannot be read at all until a verified executor unlocks it.

Can a nominee open my vault while I'm alive and well?

No. Access is time-gated behind your digital life check or an emergency window, both of which alert you and can be cancelled by simply signing in.

I connected the wrong cloud account. Can I switch?

Yes. Link the new account, make it default, then use Migrate all documents to move existing files across providers. You can choose whether to archive or delete the source copies.

A storage account shows 'Reauth needed'. Is anything lost?

No files are lost — they are still in your drive. The cloud provider withdrew or expired our permission to reach them. Click Reconnect on that account and access is restored instantly.

How do expiry reminders work?

Expiry is optional per document. When set, automated email reminders go out well before the date so a policy or passport never lapses unnoticed.

Can I get everything out at once?

Yes. Bulk backup downloads the entire vault as a single ZIP to your computer or hard drive, any time, with no restrictions.

Ready to set yours up?

Step one takes two minutes, and your files never leave your own cloud.

Create your vault