Documents

    How to Organize Family Documents in Folders

    Document Folders

    Keep your family documents organized with FamBoards' folder system. Create folders for different document types and control who can access them.

    Creating Folders

    Click New Folder to create a folder. Set a name, choose a color for visual organization, and select the sharing type.

    Sharing Options

    • Family — All family members can access the folder
    • Personal — Only you can access it
    • Shared — Select specific family members who can access it

    Folder Organization Tips

    • Create a "Medical" folder for all health-related documents
    • Create a folder per child for their school documents
    • Use a "Financial" folder for tax and insurance documents
    • Keep a "Home" folder for warranties, manuals, and lease agreements

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    Setup in 2 min