Everything in TagData is an item: a record with fields, such as an ID or a medication, or a document you uploaded. There are three ways in, and all three start from the same place.
Steps
- Click Add in the top bar. On a phone, tap the + in the middle of the tab bar. Inside a category, the button reads Add to Personal, Add to Health and so on, and whatever you add is filed there.
- Pick one of the three choices:
- Scan a document reads a photo or PDF and fills in the fields for you. See Scan a document to fill a form.
- Upload a file stores a PDF, photo or Word file as a document. See Upload a document.
- Enter details by hand opens a blank form.
- For a hand-entered record, choose the kind of record (Identification, Emergency Contacts, Medications and so on). Each category has its own types.
- Fill in what you have. Every field is optional, and you can edit any of them later. A record needs at least one detail, or one attached file, before it saves.
- Click Save. The record lands at the top of Home under Recently updated, and in its category.
Good to know
- Inside a category with one type selected, Add skips the picker and opens that form directly.
- Files you select in the Attachments section attach as soon as the record saves.
- Drag a file onto the window from anywhere in the app and the upload form opens with it already chosen.
Try it
The demo page has a vault you can click through. Open it on Personal and try these steps there; nothing you do is saved.