Skip to content

All videos
Topics
Contact
handledappllc.com

Search the videos ⚲

Topics

Getting started9

Find your Handled email address0:18
Add a document0:38
Check the details and file it0:28
Read the Filed screen0:07
Open the document you just filed0:09
Open the side menu on your phone0:17
Wait while a document uploads0:13
Follow the documents you're adding0:07
Search the Help Center0:21
All 9 in Getting started

Adding and filing documents26

Confirm what Ella picked0:30
Change the folder Ella picked0:26
Rename a document before you file it0:22
Add tags while you file0:20
Add a receipt or bill to your budget while you file0:16
Turn Ella's next steps into to-dos0:17
File a document in more than one folder0:19
Pick a subfolder0:14
Set a document's date and importance0:23
Add notes before you file0:20
Add a document into one of your own folders0:20
File a document without Ella reading it0:24
Check privacy settings before a document uploads0:14
Keep your upload settings for next time0:08
Decide what to do with a duplicate0:18
Send a batch of documents to one folder0:38
Combine several files into one document0:32
Add a document straight into a subfolder0:24
Choose storage saver for one upload0:16
Choose privacy options for a photo0:58
File a document Ella couldn't read0:31
Skip a suggestion after filing0:14
See how much space storage saver saved0:17
Make a new folder while you file0:37
See why a document goes to your folder0:20
Switch a folder to manual filing while you review0:34
All 26 in Adding and filing documents

Finding and opening documents8

Find a document0:25
Find a file from the Folders page0:12
Narrow a search by folder or importance0:25
See all your recent documents0:15
Use Ella's search suggestions0:12
Open a document and see where it's filed0:20
Open a folder from Home0:15
See how a photo was protected0:15
All 8 in Finding and opening documents

Changing and downloading documents9

Move a document to another folder0:26
Change tags on a filed document0:22
Archive a document0:20
Tidy expired documents0:13
Move a document into a subfolder0:46
Mark a document expired0:24
Download a document with a password0:16
Download a document0:18
Export all your documents0:20
All 9 in Changing and downloading documents

Folders11

Browse your folders0:20
Open a folder and sort its documents0:15
See the dates in a folder0:09
Set a folder to Ella or manual filing0:11
Create your own folder0:20
Rename your folder or change its icon0:16
Check your files0:20
Go from a folder to Money0:12
See how Ella files each folder0:10
Update the summary file in your Handled folder0:13
Understand subfolders0:26
All 11 in Folders

Projects8

Add a document to a project while you file0:26
Create a project0:37
Add a filed document to a project0:30
Read a project0:18
Keep notes in a project0:13
Download chosen documents from a project0:27
Change what a project includes0:30
Read a project's tracker0:18
All 8 in Projects

Plan, reminders, and tasks21

Switch between Day, Week, and Month0:21
Move between months and jump to today0:15
Pick a day on the calendar0:11
Use the Coming up list0:18
Open an event0:16
Edit an event0:32
Mark an event done0:16
Add a reminder or event0:26
Filter your Plan by folder0:21
Filter your Plan by type0:36
Filter your Plan by project0:35
Filter your Plan by bill or subscription0:34
Track tags on the calendar0:25
Use Ella's brief on Home0:14
Find a reminder Ella set from a document0:23
Add a task0:10
Complete and filter tasks0:20
Search and filter your tasks0:42
Change your reminder lead time0:11
Set how often the reminder digest arrives0:20
Set the forwarded-email warning0:11
All 21 in Plan, reminders, and tasks

Money, bills, and subscriptions14

Move between months on the Money page0:17
Add a money entry0:28
Make your own type of money entry0:30
Enter a rollover from last month0:12
Read your cash flow0:18
Read the Money charts0:19
Choose what the Money page shows0:26
Build your Pay this first list0:42
Track or ignore a repeat Ella noticed0:14
Filter bills and subscriptions by tag0:22
Edit a bill or subscription0:12
Pause or resume a bill or subscription0:11
Get a monthly Plan reminder for a bill0:32
See the bill a document belongs to0:12
All 14 in Money, bills, and subscriptions

Legal matters5

Find the Legal matters tracker0:21
Create a legal matter0:27
File a document into a legal matter0:38
Read a matter's timeline0:10
Download a Records pack0:09
All 5 in Legal matters

Privacy and your cloud7

Choose storage saver and photo privacy0:17
See your connected clouds and storage0:18
Choose where new documents go0:09
Check your cloud connection again0:08
Turn photo compression on or off0:16
Remove location data from every photo0:07
Read the privacy disclosure0:17
All 7 in Privacy and your cloud

Emergency access2

Add a trusted contact for emergency access0:14
Download your emergency file0:14
All 2 in Emergency access

Settings and your account10

Change the bottom bar style0:16
Change the background0:14
Turn motion on or off0:14
See what's new in Handled0:24
Complete your vault0:30
See your profile0:10
See your plan0:11
Turn suggestions on or off0:12
Read the Terms, Privacy policy, and Security pages0:30
Update your name0:16
All 10 in Settings and your account

handledappllc.com › All videos › Getting started

Read the Filed screen

Length 0:07 minutes · No sound. Every step is shown on screen and in the captions.

Steps

The Filed screen shows where it went.

PreviousCheck the details and file it NextOpen the document you just filed

Related videos

Open the document you just filed Length 0:09 minutes · Getting started
Add a document Length 0:38 minutes · Getting started
Check the details and file it Length 0:28 minutes · Getting started
Follow the documents you're adding Length 0:07 minutes · Getting started
Search the Help Center Length 0:21 minutes · Getting started

Home · Privacy · Terms · Security · Accessibility · Feedback · Contact Handled · Less admin. More living. · handledappllc.com