Your first week with Stoatify

You don't have to do everything at once. Here's a gentle week-one checklist that leaves you with a vault that already saves you time, without a big filing marathon.

The checklist

1. 1Upload a first stack of the documents you reach for most, IDs, insurance, recent tax forms.
2. 2Skim the categories and move anything that landed in the wrong place.
3. 3Tag by year or project (2025, house, car) so filtering is instant later.
4. 4Save a view for a filter you come back to, so it's one click next time.
5. 5Try a search for a word inside a document to see OCR at work.

When you're ready for more

• Get a document signed without it leaving your vault.
• Share a document or a whole search with someone.
• Invite family or teammates and explore teams and permissions.