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Local document vault
Keep local file copies alongside your checklist. Files are not sent to a server and are never opened as active content here.
Files stay in this browser. They are not uploaded or sent to an adviser.
PDF, TXT, PNG or JPG · up to 10 MiB per file · 50 MiB total
No local files linked.
Open your checklist to link a file to a document.
Document checklistSaving on this device uses browser storage, not an encrypted cloud vault. Download a separate copy of important files.
This tab only
Your record is held in this tab. Save it on this device before reloading or closing the tab to keep it.