Attach Files

You can attach (i.e., upload) files to an EstateExec estate for easy access and for sharing with others.

Typical file attachments include appraisals, invoices, receipts, certificates, the will, photos, reports, and more. You can upload files to be associated with the estate in general, or you can attach files to specific EstateExec items (e.g., asset, cashflow transaction, contact, etc.).

In the interests of minimizing unnecessary work, however, please note that you are not required to upload any files at all, and while scanning documents and uploading them sounds like "a good thing to do", it often just adds unnecessary work.

Files Attached at the Estate Level

To work with files associated with the estate in general, click the Estate | Attach Files menu.

In the dialog that appears, you will see a table of all files attached at the estate level. You can:

Upload a file by clicking the Add File button (then select the desired file from your device in the Open File dialog that appears).
Download a previously attached file by clicking its name (you can also download multiple files at once be selecting the desired rows and then and pressing the Download button).
Delete a previously attached files by selecting the desired rows and pressing the Delete button (caution: deletions are immediate and cannot be undone).

Hint: To see all uploaded files, whether associated with a particular item or the estate in general, use the Estate | Attach Files menu and select the "Include item files" checkbox.

Files Attached to Estate Items

To work with files associated with a particular estate item (such as an asset or a transaction), go to the relevant tab (e.g., Assets Tab, Cashflow Tab) and follow the instructions below:

User Interface Overview

It's easy - you can work with files attached to an estate item via menu or table icon:

Menu: Simply select the item you want in the tab's table (clicking the item's checkmark in the leftmost column), and then choose the Edit | Attached Files submenu you want: Upload, Download, or Manage.
Table Icon: Alternatively, most EstateExec tables have a Files column which lets you manage attached files via icons (, ) in the item row itself. If you do not see the Files column (just to the left of the Notes column), you can make it visible via the menu in the top right of the table (see Using Tables for other useful table tips).

Upload a File

To attach a file to an item,

Select the item to which you want to attach the file (using the item's checkmark in the leftmost column)
Click the Edit | Attached Files | Upload menu

Alternatively, you can attach a file simply by clicking on the item's Files cell in the table:

Click an item's empty cell in the Files column
Select the file you want to upload from the dialog that appears

If you wish to add additional files to an item via the table cell,

Click the icon in the item's Files cell
Click the Add File button in the dialog that appears

Download an Attached File

To download a file you previously uploaded:

Select the associated item in the table
Click the Edit | Attached Files | Download menu

Alternatively, you can simply click the icon in the item's Files cell. If you have attached more than one file to that item, you will be given a choice of files to download.

You can also click the icon in the item's Files cell to open the File Attachment dialog, where you will see a list of attached files. You can download a file from the list by clicking on its name, or selecting one or more files using their checkmarks in the leftmost column, and clicking the Download button.

Delete an Attached File

To delete an attached file,

Click the icon in the item's Files cell
Within the File Attachments dialog that appears, select the desired files by clicking their checkmarks in the left most column
Press the Delete button (note that unlike other deletions within EstateExec, which can be canceled before the next estate save, file deletions are immediate and permanent)

Special Files

In addition to attaching files to general items within the estate, there are certain slots dedicated to common files you may wish to use. For example,

The Decedent tab has dedicated buttons for Funeral Wishes, the Will, and a copy of the Death Certificates
The Executor tab has dedicated buttons (at the bottom) for the executors Letters of Authority and "Other Executor Files"

Simply click the named button on the tab, or use the Edit | Attached Files menu to manage such attachments.

Limits

In aggregate, you can store up to 100 MBs of attached files. Within that aggregate limit, individual files must each be <30 MBs.

If you find you are running out of room, consider uploading files at lower resolutions. For example, scanned PDFs can default to a very large size, but are just as readable when saved with compression. Similarly, many phones take very high resolution photos, and it's likely sufficient to upload a more modest resolution for the purposes of estate settlement (versus professional photography).

Please contact Support@EstateExec.com if you still need more space.

Security and Safety

As with all EstateExec data your files are encrypted during transit to and from our servers, and are encrypted on disk. We do not share your data with anyone (other than people to whom you give estate access using the Estate | Share menu). See Privacy and Security for more information.