The Collections feature allows you to group related items in your vault—including people, documents, and other details—into a single, customizable view. This feature helps reduce searching, improves visibility, and gives you a clearer way to manage information based on your needs.
Use a suggested Collection to get started, or create your own Collection at any time. Collections offers a straightforward and flexible method for organizing information in Prisidio.
Getting Started With Collections
After you create your Prisidio account and log in for the first time, Collections is automatically configured to help you get started right away. During onboarding, you can choose which Collections are most important to you.
Prisidio includes a predefined set of Collections covering many common life situations and responsibilities. You can add or delete any predefined Collections at any time, and add or remove items assigned to those Collections as your needs change. The available Collections include:
Caregiving
Essential Items
Estate and Legacy
Homeownership
Evacuation Plans
Identity Fraud and Attacks
Pets
Medical Emergencies
Online Accounts
Finances and Investments
Travel
Taxes and Accounting
Digital Wallet
Family and Children
Valuables and Assets
These Collections provide a helpful starting framework for organizing the people, documents, and details that matter most in your life.
Deleting a Collection
You can remove a Collection from your vault at any time. Deleting a Collection does not delete the items you’ve added to it.
When a Collection is deleted, any items you previously added will still be available in the relevant section - Documents, People, Places, or Things.
To delete a Collection:
Go to the Collections tab.
Select the Collection you want to remove.
On the Collection page, open the three-dot menu in the upper-right corner.
Choose Delete Collection.
The Collection will be removed from your Collections list, but you can add it back later if needed.
Re-adding Predefined Collections
If you decide not to enable certain predefined Collections during onboarding—or if you remove a Collection later—you can add them back at any time.
To restore a predefined Collection:
Go to the Collections tab.
Scroll to the section labeled More Collections to Explore.
Select the Collection you want to add.
After you're redirected to that Collection’s page, open the three-dot menu and choose Add Collection.
The Collection will immediately appear in your main list and function just like any other Collection you’ve enabled. You'll notice that if you re-add a previously deleted Collection, any items previously assigned to that Collection will remain assigned to it.
Adding Items to a Collection
Adding information to a Collection is simple. Each Collection includes placeholders for commonly added items—such as key documents, important contacts, or medical details—so you can quickly fill in what’s most relevant to you.
To add items to a Collection:
Go to the Collections tab.
Select the Collection you want to work with.
Choose the placeholder that matches the item you want to add, then follow the steps to add the item.
If you have items that don’t match any of the predefined placeholders, you can still add them:
Select the Add Item button in the bottom-right corner.
Follow the steps to add the document, person, place, or thing you want to include.
Any items you add that aren’t tied to a specific placeholder will appear at the bottom of the Collection, so everything remains easy to find.
Creating Your Own Collections
If our predefined Collections don’t fully match your needs, you can create your own custom Collection at any time.
To add a custom Collection:
Go to the Collections tab.
Select the blue Add Collection button.
Enter a Name and Description for your new Collection.
Select Save.
Your custom Collection will appear alongside your other Collections, and you can add items to it just like any predefined Collection.
Accessing Your Collections from the Dashboard
You can quickly get to any of your Collections directly from your Dashboard. If you've not selected any Collections, you'll not see this section on your Dashboard.
When you log in, the Your Important Collections area displays the Collections you’ve chosen to keep active. Selecting any of them takes you straight into that Collection so you can view or update your items without navigating through additional menus.
This makes it easy to access the information you use most, right from the moment you sign in!