Before inviting family
Decide which relatives can contribute, which people can review, and what information should stay private.
Resources
Practical guides for family research organization.
Use these starting points to prepare family records, review uploads, and invite relatives into a structured workspace.
Upload testing checklist
Upload one document from a phone, confirm it appears on desktop, and make sure the contributor and Admin can both find it.
Evidence review basics
Label items as clues, memories, documents, or reviewed evidence so future family members understand confidence levels.
Family member onboarding
Give relatives simple instructions: sign in, submit a story or clue, upload a photo, and check My Uploads.
Admin onboarding
Admins should know how to review uploads, manage family records, invite members, and generate family-safe reports.
Preservation planning
Keep original files, document where records came from, and separate sensitive information from general family sharing.