Fold & File has three different document templates that can be used to upload a file: • Important Documents – used for contracts and/or documentation • Bills & Payments – used for Bills or Invoices that require payment, payment records can then be applied to a bill. • Receipts & Warranties – used to manage paperwork for important purchases or any project or travel expenditures. Please contact us if there is another document type that we could add.

An entity allows you to file your document to a specific person, property, vehicle, business or pet. Entities are unique to your account and can be defined when you create your account, during the upload file process, or at any time in My Account. You can then easily filter your files to easily find what you are looking for.

If your app no longer allows you to add new files or payment records it is because there has been a problem with the most recent payment of your subscription. When payments have not been made, for whatever reason, the app functions will be limited. Please contact us or update your subscription payment details.

If you subscribed using a desktop or our website, then you don’t need to subscribe again on the phone applications. Simply use the same login details to log in to the phone applications and the web application. Although you must continue your monthly subscription payment method via the same way that you initially subscribed.