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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.

Linked files: 00 B stored in this workspace

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 checklist

Saving on this device uses browser storage, not an encrypted cloud vault. Download a separate copy of important files.

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Your record is held in this tab. Save it on this device before reloading or closing the tab to keep it.

PERSONAL ORGANISATION