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Getting Started
Organizing with Categories
Use categories and tags to keep your items organized and easy to find.
Use categories for broad groups
Categories help separate the major kinds of information in your vault, such as travel documents, home maintenance, vehicle records, credentials, or insurance assets.
Use tags for flexible labels
Tags are useful for labels that can cross categories, such as family member names, property names, vendors, locations, or priority levels.
- 1 Open an item.
- 2 Add one or more tags that you will recognize later.
- 3 Use search or filters to find items with matching tags.
- 4 Keep tag names consistent so related items group together.
When to use a Smart Binder
Use a Smart Binder when several items belong to a real-world workflow, such as a family passport packet, a pet-sitter checklist, a home appliance folder, or an emergency plan.