---
title: "Document Vault"
description: "Keep your own documents, such as insurance policies, a will or a W-2, beside your statements. Add, organize, search and share them."
url: https://support.alooola.com/document-vault
docs_index: https://support.alooola.com/llms.txt
---

# Document Vault

> Keep your own documents, such as insurance policies, a will or a W-2, beside your statements. Add, organize, search and share them.

Document Vault keeps your important paperwork in one place: the statements and tax forms we file for you, and documents you add yourself, such as insurance policies, a will or a W-2.

To open it, tap **Profile** (the person icon at the bottom of the screen), then **Document Vault**. For your alooola statements, see [Statements and tax forms](/statements).

## How do I add a document?

1. **Tap +** at the bottom of the vault.
2. **Choose how to add it:** **Scan Documents**, **Take Photo**, **Photo Library** or **Choose File**.
3. **Check the details.** Edit the name, pick a **Folder** and, if you like, a **Type**.
4. **Tap Save.**

You can add PDF, JPEG, PNG and HEIC files, up to 25 MB each.

## How are documents organized?

The vault starts with four folders: **Investments**, **Taxes**, **Insurance** and **Estate & Legal**. A document you add without choosing a folder waits in **Unsorted**.

## Can I make my own folders?

Yes. Tap **⋯** at the top of the vault, then **New Folder**, and give it a name and an icon.

- **To move a document,** open it, tap **⋯**, then **Move**.
- **To rename or delete a folder you made,** open it and tap **⋯**. Deleting a folder moves what's in it to Unsorted, so nothing is lost.

## How do I replace a document with a newer one?

Open the old one, tap **⋯**, then **Add New Version**. Earlier copies stay under **Versions & History**. This is handy for a renewed policy or an updated will.

## How do I search?

Tap the search button above **+** and type. Search looks at names, types, folders, accounts and dates. It also reads the words inside most PDFs, and inside photos and scans you add in the app.

A document has to match every word you type. Tap a folder above the results to search only that folder.

## How do I share my vault with my spouse?

Tap **⋯** at the top of the vault, then **Sharing**, and turn on **Share with** your spouse. Nothing is shared until they accept. Then you both see and add to one vault.

- **Each document belongs to whoever added it.** Only they can rename, move or delete it.
- **To keep a document private,** open it, tap **⋯**, then **Hide from** your spouse.
- **Either of you can stop sharing** by turning the switch off. You each keep what you added.

Sharing needs a linked spouse first. See [Share your accounts with your spouse](/invite-your-spouse).

## Can I use the vault on a computer?

Yes. Sign in at [app.alooola.com](https://app.alooola.com) and open **Document Vault** from your profile. It's the easiest way to add a stack of paperwork from a laptop or scanner.

In the app, tap **⋯**, then **Use on Your Computer**, to copy the link or send it to yourself.

## Who can see my vault?

- **You**
- **Your spouse,** once you share your vault
- **The other owner of a joint account,** for that account's documents
- **Your alooola advisors**

Questions? Email [support@alooola.com](mailto:support@alooola.com).