Getting Started

Default solution folder, feel free to edit or delete it.

Full Product Overview
Wed, 17 May, 2017 at 4:31 PM
How to Upload a Document
You have a few different ways to upload a file: Using the Upload button: At the top of every page, you’ll find the "+Upload"...
Thu, 13 Jul, 2017 at 1:12 PM
How to Delete a Document?
From Document Preview: Click in the document name. Click the "Trash" button. Click "OK" to confirm.   From Un...
Thu, 13 Jul, 2017 at 4:30 PM
How & Where to Make a New Folder
FutureVault is unique in the fact that you’re given a predefined folder structure. We’ve researched the areas of your life that involve heavy documentat...
Mon, 13 Feb, 2017 at 11:28 AM
How to Create a New Contact
You can add contacts to your account from different areas:   A. Contact Page 1. Go to "Contacts" in the top menu, click "+Add New...
Mon, 13 Feb, 2017 at 11:28 AM
How to add a Trusted Advisor
Assign a contact as a Trusted Advisor to have them collaborate on the areas of your choice. They will login acting upon your behalf having th...
Wed, 20 Dec, 2017 at 2:40 PM
How to Share a Document
You can share your documents with FutureVault users or send a link to other contacts outside of FutureVault. To share a document follow the next steps:...
Mon, 13 Feb, 2017 at 2:03 PM
How to Set a Reminder
You can add reminders for yourself or for any of your contacts concerning each of your documents. To add a reminder just follow the next steps: 1. On...
Mon, 13 Feb, 2017 at 11:29 AM
What is an Entity?
In FutureVault an Entity is a tag/filter that will help you to organize your documents by corporation, association, partnership, proprietorship, trust, ...
Tue, 14 Jun, 2016 at 1:57 PM
How to Create an Entity
The Entity feature acts as a master document filter that allows you to browse documents specifically by their owner. Add your Spouse, Small ...
Wed, 20 Dec, 2017 at 2:02 PM