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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 › Legal matters

Find the Legal matters tracker

Length 0:21 minutes · No sound. Every step is shown on screen and in the captions.

Steps

Open Folders, then Legal.
Select Matters tracker and export.

NextCreate a legal matter

Related videos

Download a Records pack Length 0:09 minutes · Legal matters
File a document into a legal matter Length 0:38 minutes · Legal matters
Create a legal matter Length 0:27 minutes · Legal matters
Read a matter's timeline Length 0:10 minutes · Legal matters
Find a file from the Folders page Length 0:12 minutes · Finding and opening documents

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