Sharing important documents with your loved ones, financial advisor, or attorney is essential—especially when planning your legacy or managing critical family information. However, privacy concerns often hold people back. You want your files to be accessible when needed but not to the wrong person or at the wrong time. That’s why it’s so important to understand how to share files without losing privacy.
Keep It Saved offers a powerful and secure way to store and share your most sensitive information. With features like permission-based access, folder-level sharing, and time-limited access, you stay in complete control—without compromising your privacy.
Grant Access Without Giving Up Control
One of the biggest concerns people have is losing control over who can see or change their information. With Keep It Saved, you can grant individual permissions based on your specific needs. Whether you want someone to only view a file or give them the ability to edit or manage it, you decide exactly what level of access each person gets.
For example, you might want your adult child to view your medical directive, but not make changes. Or you may want your estate attorney to collaborate on your will, with editing rights limited to that folder only. This kind of detailed control gives you peace of mind and avoids any accidental sharing or mishandling of your documents.
Share Only What’s Necessary
Not everyone needs access to everything. That’s why Keep It Saved allows folder-level permissions, so you can share just the right information with the right person. You might have folders for financials, medical history, insurance, personal letters, and estate planning—each one shared with different people who need access for different reasons.
This feature is especially helpful when collaborating with professionals. Your financial advisor can access only the folder related to your investments and accounts, while your healthcare proxy can review your medical history and directives—nothing more.
Set Boundaries with Time-Limited Access
Sometimes, you need to share information for a short time—like during a hospital stay, legal process, or meeting with your accountant. With time-limited access, you can share a file or folder with an expiration date. Once the time is up, access is automatically revoked.
This feature adds an extra layer of protection and prevents forgotten permissions from lingering too long. It also makes temporary collaboration safer and more efficient, especially when working with multiple people like lawyers, doctors, or extended family members.
The Perfect Solution for Legacy and Life Planning
Understanding how to share files without losing privacy is key to managing your legacy responsibly. Keep It Saved’s Secure Sharing feature is ideal for:
- Sharing financial information with family members or financial advisors
- Granting access to medical records and healthcare directives
- Collaborating on estate planning with executors or attorneys
- Delivering important instructions or personal messages to loved ones
Each of these moments matters, and how you share your documents can affect how smoothly they’re handled. By setting permissions, choosing what’s visible, and controlling for how long, you protect your privacy without closing others out.
There’s no need to choose between staying private and staying connected. When you use Keep It Saved, you know how to share files without losing privacy. It’s all about keeping control, staying organized, and ensuring your loved ones have access when they need it most.
Start sharing securely—on your terms.
