# Estateably Support Center > What can we help you find? ## English ### File Overview - [Use the Overview Module](https://support.estateably.com/en/articles/10736132-use-the-overview-module.md): The Overview Module gives you a bird's-eye view of a file, with quick access to the most-used information and tasks. This article explains what each tile and section shows and how to interact with ... - [How do I upgrade my file type to add accounting?](https://support.estateably.com/en/articles/10736322-how-do-i-upgrade-my-file-type-to-add-accounting.md): If you initially created a probate-only file and later need accounting functionality, you can upgrade your file type directly within the estate file. ### Document Management - [Manage documents](https://support.estateably.com/en/articles/10736394-manage-documents.md): Keep documents organized in a file using folders. This article explains how to create folders, add documents, and maintain document organization over time. - [Email a document](https://support.estateably.com/en/articles/10736395-email-a-document.md): Send documents to contacts directly from the Documents section in Estateably. This article covers how to compose, send, and cancel an email from the Documents section. - [Add a document](https://support.estateably.com/en/articles/10736393-add-a-document.md): Upload documents to a file to keep all relevant materials organized in one place. This article explains how to add a document and organize it into a folder. ### Client Vault - [Understanding the Vault](https://support.estateably.com/en/articles/10732486-understanding-the-vault.md): The Vault is a document storage tool in Estateably for keeping digital copies of any document related to your clients. This article explains what it is used for and its current limitations. - [Create a vault record](https://support.estateably.com/en/articles/10732474-create-a-vault-record.md): Create a new vault record in Estateably to store client documents before or alongside estate, trust, or POA work. - [Set up auto-generating vault numbers](https://support.estateably.com/en/articles/10706811-set-up-auto-generating-vault-numbers.md): Configure Estateably to automatically assign vault numbers to files, either across the whole organization or per team. This article covers both setup options. - [Client vault FAQs](https://support.estateably.com/en/articles/10732430-client-vault-faqs.md): Frequently asked questions about the client vault product ### Organization Analytics - [Viewing analytics reports](https://support.estateably.com/en/articles/10706817-viewing-analytics-reports.md): Analytics reports provide insights into activity across your organization, including the number of active and archived cases and the users working within the platform. - [Organization analytics FAQs](https://support.estateably.com/en/articles/10736409-organization-analytics-faqs.md): Below are answers to common questions about Organization Analytics in Estateably. ### Billing Management - [Upgrade your account plan](https://support.estateably.com/en/articles/10736414-upgrade-your-account-plan.md): To upgrade or modify your Estateably subscription, contact the support team directly. This article explains how. - [Add a payment method](https://support.estateably.com/en/articles/10706822-add-a-payment-method.md): Add a credit card to your Estateably account from Billing Management. This article explains how to enter card details and save them. - [Edit a payment method](https://support.estateably.com/en/articles/10736417-edit-a-payment-method.md): Update an existing card's expiry or CVV, or switch to a new credit card, from Billing Management in Estateably. - [Invoice management](https://support.estateably.com/en/articles/10736420-invoice-management.md): How to view past invoices for Estateably files. - [Managing your billing address](https://support.estateably.com/en/articles/10736418-managing-your-billing-address.md): How to update your billing address in Estateably. - [Why hasn't my payment gone through?](https://support.estateably.com/en/articles/11084033-why-hasn-t-my-payment-gone-through.md): Common reasons for payment issues in Estateably. - [How do I know a file has been invoiced?](https://support.estateably.com/en/articles/10736422-how-do-i-know-a-file-has-been-invoiced.md): How to find out whether a file you've opened in Estateably has been charged to your credit card. - [Cancelling your Account](https://support.estateably.com/en/articles/14052265-cancelling-your-account.md): This article explains how to cancel your Estateably account plan. ### Estateably Policies - [Terms of Service](https://support.estateably.com/en/articles/11012694-terms-of-service.md) - [Privacy Policy](https://support.estateably.com/en/articles/11012701-privacy-policy.md) - [Pricing FAQs](https://support.estateably.com/en/articles/13853619-pricing-faqs.md): This page is provided for information purposes only and is not included as part of the Estateably Customer Terms of Service. The information here is subject to change. ### Imports - [Understanding the Date of Death \(DOD\) Holdings Import](https://support.estateably.com/en/articles/12430241-understanding-the-date-of-death-dod-holdings-import.md): Additional information about the DOD holding import and what happens behind the scenes ## Français ### Vue d'ensemble du dossier - [Le module vue d'ensemble](https://support.estateably.com/fr/articles/10736132-le-module-vue-d-ensemble.md) ### Voûte - [Autogénérer le numéro de coffre](https://support.estateably.com/fr/articles/10706811-autogenerer-le-numero-de-coffre.md) ### Politiques d'Esateably - [Conditions d’utilisation d’Estateably](https://support.estateably.com/fr/articles/11012694-conditions-d-utilisation-d-estateably.md) - [POLITIQUE DE CONFIDENTIALITÉ](https://support.estateably.com/fr/articles/11012701-politique-de-confidentialite.md) - [FAQ sur la nouvelle tarification](https://support.estateably.com/fr/articles/13853619-faq-sur-la-nouvelle-tarification.md): Cette page est fournie à titre d’information seulement et ne fait pas partie des Conditions de service d’Estateably. Les renseignements présentés sont susceptibles d’être modifiés.