Overview

My Documents is your secure personal vault for storing and organizing the important papers that your family, caregivers, or doctors may need. Whether it's a will, insurance policy, medical history, or power of attorney — keeping these in one place means the people who support you can find what they need quickly, without having to search through file cabinets or call around.

The Documents Dashboard

At the top of the page, a summary panel shows you the current state of your vault at a glance:

Total Documents — How many documents you have stored across all storage types.
Needs Attention — Documents that may have pending updates or need to be reviewed.
Last Activity — The most recent change made to any document in your vault.
Essential Docs — A count of recommended documents that are still missing from your vault. Tapping this tile opens a list of the six key documents SeniorThrive recommends everyone have on file.

Two buttons in the dashboard give you quick access to the main actions: + New Document to add something new, and View Existing to browse what you've already saved.

Essential Documents

SeniorThrive recommends having these six types of documents in your vault:

Will — Your Last Will and Testament, which describes how your belongings should be distributed.
Healthcare — A Living Will or Health Care Directive stating what medical care you want if you are unable to speak for yourself.
Power of Attorney — A document naming someone who can make decisions on your behalf if you are unable to do so.
Insurance — Your life, health, and home insurance policies and contact information.
Money — Information about your bank accounts, retirement accounts, and investments, and how to access them.
Emergency Contacts — Key phone numbers for doctors, family members, and emergency services.

If any of these are missing, the vault will flag them so you can add them when you are ready.

Adding a Document

Click + New Document or Add Your First Document to get started. Adding a document is a two-step process.

Step 1 — Choose a document type. Select from 12 categories: My Will, Health Care Instructions, Someone to Handle My Affairs, Insurance Papers, Property Ownership, Bank and Investment Accounts, Military Service Records, Important Certificates, Social Security Information, Medical Records, Emergency Contacts, and Other Important Papers.

Step 2 — Fill in the document details:

Document Name — Give the document a name your family will recognize.
How is this document stored? — Choose "Both Online & Physical," "Online Only," or "Physical Only."
Document Link — If stored online, paste the web link here.
Physical Location — If you have a physical copy, describe clearly where it is kept.
Priority Level — Indicate how critical this document is.
Review Reminder — Set an optional reminder to check that the document is still current.
Share with Your ThriveCircle — Choose which members should be able to see this document.
Tags and Additional Notes — Optional fields for organization or context.

How to Get a Shareable Link from Your Cloud Service

If your document is saved online, you need to create a link that allows others to view it.

Google Drive

Right-click the file → Share → Change to "Anyone with the link" → Set to "Viewer" → Copy link.

OneDrive

Right-click the file → Share → Change to "Anyone with the link" → Turn off "Allow editing" → Copy link.

iCloud

Click Share → Share Options → "Anyone with the link" → "View only" → Copy Link.

Notion

Click Share → Toggle "Share to web" → Set to "Can view" → Copy link.

After setting the link, open it in a private or incognito browser window to confirm it works before saving it in your vault.

Tips

Don't wait for a crisis to get organized. Adding even one or two documents is far better than leaving your family with nothing to go on.
Use clear, simple names — "My Will – updated 2025" is much more helpful than a generic filename.
Set a review reminder for documents that change over time, such as insurance policies or legal papers.
Review your documents at least once a year to make sure information is current and online links still work.
The Tour My Documents button at the bottom left offers a brief walkthrough of the page.