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 [Step-by-Step Instructions] [How to Use Your Vault Client]

Your Vault is a comprehensive digital filing cabinet designed with you in mind; it prioritises security, ensuring that essential financial, life, and legacy documents are securely stored. Below are step-by-step guides for adding, sharing, and maintaining documents in Your Vault. 

Uploading and Sharing 

  1. Navigate to Your Vault and Desired Folder:
    • On the left navigation pane, choose Vault.
    • Identify and select the desired folder for storing your secure documents.

2. Import and Share:

    • Click ‘Import file’.

  • Sharing Options:
    • The default is to share the document with your adviser and household.
    • To share only with your adviser, untick the box.

  1. Upload the File:
    • Drag & drop into the designated area, or ‘click here’ to select the file from your device.

  1. Save and Publish:
    • Click ‘Save’ to publish the file to the Vault.

 

The shared document will now be accessible to your adviser and designated household member.

 

File Management

  1. Renaming Files

  • Once inside Your Vault, locate the specific folder where the document is stored.
  • Click on the folder to open it.
  • Identify and select the desired file for renaming.
    • The text box will open and be available to edit.

  • Make edits, then hit ‘enter’ or click out of the text box. Your changes will be automatically saved.

  1. Moving Files

  • Locate the specific document in the Vault.
  • Click the ellipsis (three dots) at the end of the document line.
  • Select the desired action: "Move Vault File."

Locate and select the proper folder where the document is to be moved.

  • Confirm proper document location.

 

 

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