Uploading Documents to Your Account

How to Upload Documents to Your Legacy Secure Account

Storing important documents securely is a key feature of Legacy Secure. Here's how you can upload and manage your documents within your account:

Uploading Documents:

  1. Log In to Your Account:
    • Access Legacy Secure via a web browser and log in using your credentials.
  2. Add a New Item or Edit an Existing One:
    • To associate a document with a specific item, either add a new asset/liability/directive or edit an existing entry.
  3. Upload Documents:
    • Look for an "Upload" button or a similar option within the item's details.
    • Click the button to open the file upload dialog.
  4. Select Your File:
    • Choose the file(s) you wish to upload from your device. Legacy Secure supports various file formats, including PDF, DOCX, JPG, and PNG.
  5. Repeat as Necessary:
    • You can upload multiple documents for each item, ensuring all relevant information is centralized and accessible.

Uploading During Item Creation:

  • Prompted Input:
    • When creating a new asset, liability, or directive, you will be prompted to upload relevant documents as part of the input process.

Managing Documents:

  • Amend or Add Documents:
    • You can amend or add documents to previously created items at any time by accessing the item's details and using the "Upload Document" button.
  • Upload Button for Created Documents:
    • If a document is created but not uploaded, an "Upload" button will appear, allowing you to add the document later.

Security of Uploaded Documents:

  • Encrypted Storage:
    • All uploaded documents are stored in a secure Amazon S3 bucket, encrypted to protect your sensitive information.
  • Access Control:
    • Only authorized users with the appropriate access levels can view or manage the uploaded documents.

Accessing Uploaded Documents:

  • View and Download:
    • Access your documents anytime by navigating to the associated item and selecting the desired file.
  • Secure Access:
    • Documents are not shared externally; users must log in to Legacy Secure to view any documents.

Managing Documents:

  • Edit or Delete:
    • You can update or remove documents as needed. Ensure that any changes are reflected accurately within your account.
  • Backup:
    • While Legacy Secure ensures secure storage, it's recommended to maintain external backups of critical documents for added security.

Support:

For assistance with uploading or managing documents, please visit our Support Center or contact [email protected].