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Use the document vault
Agencies ask for the same documents over and over. The vault keeps them encrypted, tagged to a person and a benefit, and ready for the next renewal.
- Open Dashboard → Documents and select "Upload file" (PDF or photos, up to 25 MB each).
- Tag the file to a person and a benefit — the application card's checklist then shows which requirements are covered.
- On any application card, "What you'll need" shows each required document and whether the vault has it.
- Download or delete files anytime. Deleting the account removes everything.
Caregivers and documents
A caregiver with "Can add documents to the vault" checked can upload for the shared profile — the file lands in the owner's vault, marked with who added it. Caregivers see only documents tagged to the shared profile, and only the owner can delete.
Avoid uploading documents that show a full Social Security number unless a program specifically requires it.
Not legal or financial advice. The agency makes the final eligibility decision.