The Help Center
Welcome to your personal archive help-center
This is where you can see “how to” videos, quick tips and FAQs to get the most out of your personal archive.
If you cant find what you are looking for please contact us.
Getting started
- Upload into folders
- Multiple tags simplify filing
- Adding and creating tags
- Adding location of an original
Managing folders
- Selecting favourites
- Creating new folders
- Adding rules to folders
- Using filters to refine search
Quick share
- Secure one off sharing
- Controlled links for sharing
- Links for third party upload
- Alerts show use of links
Power of tags
- Organising and classifying
- One document in many folders
- Creating new #tags
- Retention rules
Search and filter
- Search using tags
- Search on partial names
- Filtering search results
- Criteria for filtering
customer testimonals
useful articles
The Smart Way to Enter the New Year
As festive season amps up and we all get a little bit busier (and a lot more stressed), it’s already time to start planning for 2022. As hard as it is to believe, another year is almost over, and the new one will bring with it renewals, new tasks, events, planning, lists and countless other bits o...
The PAC Guide to… Moving house
Moving house is an exciting time, but it’s also a stressful one. You’ve got to deal with unpacking, packing, arranging furniture, meeting the new neighbours. But then on top of that there’s the mortgage application, transferring bills, changing your address at the post office, finding all thos...
Step into Christmas with Personal Archive Co
It’s nearly that time of year again – time to make social plans, gather Christmas lists, buy entirely too much food and stock up on biscuits for cheese. The festive season can be a bit of a minefield when it comes to organisation, and it can get a little overwhelming. Having a reliable online do...
The PAC Guide to… Car maintenance
With so many of us cutting down on driving due to lockdown and restrictions over the last 18 months, car maintenance has become a bit of a forgotten item on to-do lists.
In fact, back in May last year as the UK began to emerge from the first Covid-19 lockdown, KwikFit noted that read more
The PAC Guide to… vacation planning and travel documents
We could all use a vacation. After a while away from the airport, lots of us could use a little hand getting to the runway.
Obviously, we can’t really help find your passport – when was the last time you checked where that was anyway? However, we can show you a few tips and tricks w...
How to expect when you’re expecting
Congratulations! There’s nothing quite like the excitement of expecting a bundle of joy, though new arrivals sure do come with a lot of admin. Here at Personal Archive Co we know how much you need to think about when you’re expecting a new baby, so we’d like to help.
There are lots of ways ...
Personal Archive Co Hidden Gems
Most of our customers at Personal Archive Co tell us that they use their account to store important legal documents. Copies of wills, insurance policies, pension details, statements and receipts – stored with hashtags like #mortgage, #finance #insurance and #pension. Important documents, to be sur...
Top 5 Reasons to Try Personal Archive Co
These days, you can barely change the channel without being bombarded with an ad for the latest technology. From virtual reality to cryptocurrency, smartphones to exercise bikes, there’s always something new in the digital world waiting to grab your attention.
So, we know what you’re thinking...
All the documents you need to apply for a mortgage
Preparing to buy a home is an exciting time. Whether it’s your very first home or your next big move, purchasing property is, of course, a big deal. You’re probably aware you’re going to need some ID, proof of your deposit etc, but you may not have considered the full extent of records, docume...
You can’t lose the internet
My father died in 2008. He was a small business owner and a very organised man. But it still took us four months to find all his business and personal papers and get everything sorted out. It wasn’t too bad compared to some document storage horror stories I’ve heard, but it was enough for my wif...
Dreading the April Financial Season? There’s a trick to avoid the headaches it brings
April is a really important month when it comes to our personal finances and the ways we keep track of them.
Tax returns, ISAs, new rates (why is it always MORE Council Tax?), mortgage statements… they all seem to turn up at this time of year.
The key to a successful April Financial Season i...
How to take the stress out of filing
You don’t need to spend ages getting your life organised. Here’s how a couple of regular minutes can change your personal safety, security and document habits.
The Personal Archive is a secure place to store all of your important documents with 24/7 access...
Why is Big Tech a Big Deal?
Whether we like it or not, there are some companies, websites and documents services practically everyone uses. They are often referred to as “Big Tech”. Just because they are big, doesn’t mean they are safe to use for everything we tend to depend on them to do.
The Personal Archive can hel...
Small step organisation: safeguard your documents
In this day and age, we all know how tough organisation can be. It's hard to stay organised and have everything available exactly when (and where) you need it. The progression from physical paper to the digital documents has left many filing cabinets in utter disarray. From phone bills to payslips, ...
