Getting Started With Trustworthy (August 2025)

This webinar recording is designed to build your confidence with Trustworthy, whether you're just getting started or looking to maximize your account's potential. The session covers essential features including:

• Setting up your household information and sending invitations to family members.

• Document uploading through multiple methods: scanning, email integration, or the Chrome Extension.

• Efficient document management using Inbox combined with Autopilot™ for quicker file organization.

• Configuring user permissions for collaborators with options ranging from complete access to restricted or legacy user roles.

• Creating customized reminder notifications for critical dates and emergency preparedness tasks.

• By the end of this webinar, you'll have the knowledge needed to effectively navigate and utilize your Trustworthy account.