KEYLON Help

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Finding documents again

Folders, search and views in Document Management, and where the safe files are.

Under "Documents" you find everything you have filed, sorted by life area: Insurance, Finances, Housing & Property and so on. Each area has subfolders, such as Liability or Car under Insurance.

Tiles or list

At the top you switch between tiles and list. The tiles show the folders, the list shows all documents with folder, type, date and size. KEYLON remembers your choice.

Searching

The search at the top right looks through file names and folder names. You can also filter by file type.

Files in the Data Safe

Documents from the safe only appear here once the safe is open. While it is locked, a note tells you how many files are waiting inside. On a document you recognise safe files by the lock and the "Safe" tag.

New since your last visit

Whatever was added since your last visit, for example via the Chrome extension, carries the tag "New". It disappears the next time you open the page.

Did not find what you were looking for? Write to us at hello@keylon.me.