How to use Handled
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Topics
Getting started 9
Adding and filing documents 26
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Confirm what Ella picked
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Change the folder Ella picked
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Rename a document before you file it
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Add tags while you file
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Add a receipt or bill to your budget while you file
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Turn Ella's next steps into to-dos
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File a document in more than one folder
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Pick a subfolder
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Set a document's date and importance
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Add notes before you file
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Add a document into one of your own folders
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File a document without Ella reading it
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Check privacy settings before a document uploads
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Keep your upload settings for next time
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Decide what to do with a duplicate
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Send a batch of documents to one folder
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Combine several files into one document
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Add a document straight into a subfolder
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Choose storage saver for one upload
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Choose privacy options for a photo
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File a document Ella couldn't read
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Skip a suggestion after filing
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See how much space storage saver saved
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Make a new folder while you file
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See why a document goes to your folder
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Switch a folder to manual filing while you review
Finding and opening documents 8
Changing and downloading documents 9
Folders 11
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Browse your folders
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Open a folder and sort its documents
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See the dates in a folder
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Set a folder to Ella or manual filing
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Create your own folder
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Rename your folder or change its icon
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Check your files
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Go from a folder to Money
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See how Ella files each folder
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Update the summary file in your Handled folder
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Understand subfolders
Projects 8
Plan, reminders, and tasks 21
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Switch between Day, Week, and Month
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Move between months and jump to today
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Pick a day on the calendar
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Use the Coming up list
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Open an event
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Edit an event
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Mark an event done
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Add a reminder or event
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Filter your Plan by folder
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Filter your Plan by type
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Filter your Plan by project
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Filter your Plan by bill or subscription
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Track tags on the calendar
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Use Ella's brief on Home
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Find a reminder Ella set from a document
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Add a task
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Complete and filter tasks
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Search and filter your tasks
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Change your reminder lead time
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Set how often the reminder digest arrives
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Set the forwarded-email warning
Money, bills, and subscriptions 14
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Move between months on the Money page
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Add a money entry
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Make your own type of money entry
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Enter a rollover from last month
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Read your cash flow
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Read the Money charts
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Choose what the Money page shows
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Build your Pay this first list
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Track or ignore a repeat Ella noticed
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Filter bills and subscriptions by tag
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Edit a bill or subscription
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Pause or resume a bill or subscription
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Get a monthly Plan reminder for a bill
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See the bill a document belongs to
