First Things First

Information for your family, advisors, and trustees

Scroll Down in the Resource and Click "Add Document"

Click the Type dropdown and choose Family Tree.

Choose a type
Checklists
Family History
Family Tree
Financial Statements
Introductory Letter
Letters & Memos
Charts
Spreadsheets
Image
Other

Click the "Name (required)" field and type the name of your document. For this tutorial, we will name the document, 'Peters Family Tree.'

Click "Drag a File Here OR Click to Upload" and upload the Family Tree file into your leafplanner.

Click "Save" to save the document you just uploaded.

Click "Save" to save the information in the 'Peters Family Tree' Resource.

Leafplanner

Adding family information, such as a family tree, might be useful for your leafplanner users to understand your family structure.

How to Add a Family Tree in leafplanner