Upload and keep important files alongside your Accounts + Assets — so your paperwork is always in the right place, not lost in a random folder.
Documents are a Storey Pro feature. They attach to items you’ve already added in Accounts + Assets.
A document on its own is easy to misplace — and hard for someone else to understand later. Storey keeps documents connected to the account, company or asset they relate to, so everything stays clear.
Insurance documents with the insurer. Mortgage docs with the property. Simple.
Keep policy PDFs and renewal details together, exactly where you’d look.
No hunting through emails or drives when you need something quickly.
If someone ever needs to help, the paperwork is already attached to the right thing.
Tip: add a short note like “original in drawer”, “renewal due”, or “call this number” to make it instantly useful.
Document uploads are included in Storey Pro — designed for people who want a complete, organised record of life admin in one place.
If you’re on the free version, you can still add Accounts + Assets — then upgrade to Pro when you’re ready to attach documents.
Add your bank, insurer, mortgage provider or pension — then Storey Pro lets you attach the paperwork to keep everything tidy and complete.
It’s the same idea as a real folder — but organised, searchable, and always in the right place.
