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Can I assign specific files to specific beneficiaries?
Standalone FAQ Page
Can I assign specific files to specific beneficiaries?

Absolutely! You have complete control over which beneficiaries can access which files.

File Assignment Options

Navigate to Dashboard. Click the Manage Assets / Beneficiaries button to manage relationships. The system offers two approaches:

Option 1: Assign Files to a Beneficiary
  1. Select a beneficiary from the dropdown
  2. See all your files with checkboxes
  3. Check files this person should receive
  4. Already assigned files auto-checked
  5. Save to update assignments
Option 2: Assign Beneficiaries to a File
  1. Select a file from the dropdown
  2. See all your beneficiaries with checkboxes
  3. Check who should receive this file
  4. Existing assignments auto-checked
  5. Save to update assignments
View All Relationships
  • Summary Table: See all file-beneficiary assignments
  • Search & Sort: Find files or beneficiaries quickly
  • Quick Removal: Delete relationships with one click
  • File Titles: Easy identification of documents and people
Smart Assignment
  • Visual Feedback: Existing assignments automatically checked when you select a beneficiary or file
  • Flexible: Same file can go to multiple beneficiaries
  • Selective: A particular beneficiary can be limited to specific files
Use Cases

Example 1: Send financial documents only to your spouse

Example 2: Share family photos with all children

Example 3: Give business documents to your business partner

Example 4: Send medical records to your healthcare proxy