Contents
Getting Started
Welcome to Legacy! Let's get you set up.
5-Minute Setup
This guide will walk you through the basics of Legacy in just a few minutes.
1. Welcome to Legacy
Legacy is a secure platform for storing important files and designating beneficiaries who can access them when needed. Whether you're preserving family memories, managing estate documents, or organizing business files, Legacy keeps everything safe and accessible.
What makes Legacy special?
How it works:
- Upload your important files
- Designate beneficiaries who can access them
- When needed, beneficiaries request access
- You approve the request (or it auto-denies after 48 hours)
- Beneficiaries receive a secure access code to download files
2. Creating Your Account
If you're reading this, you've likely already created your account! But here's what happened:
Account Setup Checklist:
Next Steps for Your Account:
- Add Profile Information: Go to Settings → Profile to add your name, phone number, and profile photo
- Enable Two-Factor Authentication: Go to Settings → Account & Security for extra protection
- Set Your Timezone: Ensures timestamps are accurate for you
💡 Pro Tip:
Use a strong, unique password and enable two-factor authentication to keep your account secure. Your files contain important information—protect them!
3. Your First File Upload
Ready to upload your first file? Here's how:
Step-by-Step Upload Process:
Navigate to Upload
Click "Upload Files" from your home page or dashboard
Add a Title
Give your file a descriptive title (e.g., "Last Will and Testament" or "Family Photos 2024")
Select Your File
Drag and drop or click to browse. Supported formats: PDF, DOCX, images, and more
Set Expiry Period
Choose how long to keep the file: 1, 3, 6, 12 months, or lifetime (Premium only)
Add Beneficiaries
Enter email addresses of people who should have access to this file
Add a Message (Optional)
Write a personal message that beneficiaries will see when they're notified
Upload!
Click "Upload File" and watch the progress bar. You're done!
What happens after upload?
- Your file is encrypted and securely stored
- Beneficiaries receive an email notification about their nomination
- The file appears in your dashboard where you can manage it
- You can add or remove beneficiaries at any time
⚠️ Important:
Free plan users can upload up to 2 files with a total of 100 MB. Need more? Upgrade to Basic (10 files, 1 GB) or Premium (unlimited files and storage).
4. Adding Beneficiaries
Beneficiaries are the people you designate to access your files. They could be family members, friends, business partners, or anyone you trust.
How Beneficiaries Work:
- You add beneficiaries when uploading a file (or later from your dashboard)
- They receive an email notifying them of their nomination
- They must accept the nomination before they can request access
- When they need the file, they request access through the Beneficiary Portal
- You have 48 hours to approve or deny the request
- If approved, they receive a one-time access code valid for 7 days
Beneficiary Best Practices:
- ✓ Use their primary email address (they'll receive important notifications)
- ✓ Add multiple beneficiaries for important files (redundancy is good!)
- ✓ Include a personal message explaining why they're receiving access
- ✓ Review your beneficiary list periodically to keep it up to date
- ✓ Inform beneficiaries in advance that they've been designated
Managing Beneficiaries:
- View all beneficiaries in your Dashboard
- Add or remove beneficiaries at any time
- See which beneficiaries have accepted their nominations
- Track access requests and approval history
5. Understanding Your Dashboard
Your dashboard is your command center. Here's what you'll find:
📁 Your Files
View all uploaded files, their status, expiry dates, and beneficiaries
🔔 Pending Requests
See access requests that need your approval within 48 hours
👥 Beneficiaries
Manage who has access to your files, see nomination status
📊 Activity Log
Track all uploads, access requests, approvals, and downloads
Quick Actions from Dashboard:
- Upload new files
- Edit file details and beneficiaries
- Approve or deny access requests
- Delete files you no longer need
- View detailed file information
6. Next Steps
Congratulations! You now know the basics of Legacy. Here's what to explore next:
Advanced File Management
Learn about file organization, batch uploads, and advanced features
Secure Your Account
Set up two-factor authentication and other security measures
Beneficiary Management
Learn more about managing and communicating with beneficiaries
Upgrade Your Plan
Unlock more storage, files, and features with Basic or Premium
🎉 You're All Set!
You now have everything you need to start using Legacy. Upload your first file, add beneficiaries, and rest easy knowing your important documents are safe and accessible.