Managing Your Vault 4

• Browsing Multiple Documents
• Change your Primary Email
• Document types and their extension supported and show their preview on FutureVault
• Using Advance Filters in a vault

Common Questions 17

• I can't login? I'm getting an error after adding my credetials
• I cannot see all my documents and folders? Why?
• I sent a document to my vault using the Inbound email, but now I can't find my document in Unfiled. What should I do?
• I cannot see the document preview, what can I do?
• Why was I was logged out of my account after 30 minutes?

See all 17 articles

Training Videos 14

• Upload documents in your vault
• Upload documents using the "Upload" button
• Upload documents using "Suggested Documents/Labels" tab
• Upload documents in the "Unfiled" area
• Upload documents using the "Inbound Email"

See all 14 articles

Trusted Advisor role 0

Getting Started 0

Manage Entities 3

• Create Entities
• Edit Entities
• Delete Entities

Upload Documents 9

• Upload Button
• Upload into a Subcategory
• Upload using Suggested Documents/Labels
• Finding your Inbound Email
• Email a Document with an Inbound Email

See all 9 articles

Managing Folders 4

• Create Folders
• Create Folders When Uploading Files
• Create a Folder When Adding a Document to Another Location
• Delete a Folder

Document Management 11

• Add Documents to Multiple Locations/Tagging
• Delete Single & Multiple Documents
• Restore Documents
• Permanently Delete a Single Document
• Permanently Delete all Documents in Deleted Documents

See all 11 articles

Manage Contacts 4

• Add a Contact Using the Contact Tab
• Import Contact Card
• Add a Contact Using the Document Summary Tab
• Edit/Delete Contacts

Trusted Advisors 1

• Trusted Advisor

Security 11

• How to reset your password
• Change Your Password
• What is a Two-Factor Authentication?
• How to enable Two-Factor Authentication on your account
• How to disable Two-Factor Authentication

See all 11 articles

VaultHolder 1

• VaultHolder Getting Started Guide

Trusted Advisor 1

• Trusted Advisor Getting Started Guide

Series 1: Using the Digital Vault 5

• A Tour of the Digital Vault Platform
• Using the Digital Vault Platform: How to Upload & View Documents
• The Digital Vault Platform: Managers, Trusted Advisors, and External Users
• Using The Digital Vault: Quick Tips
• Using the Digital Vault Platform: As a Trusted Advisor

Upload Documents 8

• Upload Button
• Upload into a Subcategory
• Upload into a Folder
• Upload using Suggested Documents/Labels
• Email a Document with an Inbound Email

See all 8 articles

Managing Folders 3

• Create Folders
• Create a Folder When Adding a Document to Another Location
• Delete a Folder

Document Management 9

• Add Documents to Multiple Locations/Tagging
• Delete Single & Multiple Documents
• Restore Documents
• Move Single & Multiple Documents
• Search for a Document

See all 9 articles

Manage Contacts 0

iOS (iPhone only) 11

• Downloading the Mobile Application
• How to Upload a Document
• How to Rename a Document
• How & Where to Make a New Folder
• How to Delete a Document

See all 11 articles

Android 13

• Downloading the Mobile Application
• How & Where to Make a New Folder
• How to Upload a Document
• How to Delete a Document
• How to Restore a Deleted Document

See all 13 articles

Common Questions 2

• Will My iPhone App Work on My iPad?
• Why can I not see my main menu and the folder names on my mobile app?

Tour Videos 0

User Types 0

Type of Client Portals 0

User Guides 0

Account Activation 0

Discover your Portal 0

Upload & Download Documents 0

Account Settings 0

View Preferences 0

User Guides 0

Troubleshooting 0

All About Entities 0

Managing Folders 0

Managing Documents 0

Reminders 0

Attach Collaborators to Documents 0

Search 0

Troubleshooting 0

Inviting Collaborators 0

Managing Collaborators 0

Understanding Folder Permissions 0

Sharing on document with a collaborator 0

Gather Documents using your Inbound Email 0

Checklist 0

Troubleshooting 0

Getting Started (Videos) 0

Advanced features (Videos) 0

Tips and Tricks (Videos) 0

On Demand 0

Upcoming 0

3.9 8

• Upcoming Webinar Alert! Series #2 is kicking off on Sept. 29th
• More specific searches within the vault
• Uploading multiple documents to a checklist item
• More visual indication when reaching the storage limit
• Administrator & Representative Portal Updates

See all 8 articles

3.8 6

• Remembering important deadlines, no problem
• What's New for Administrator & Representative users
• Quick Buttons on the Document Distribution tool
• New Column Visibility & Sorting Preferences!
• Keep your sorting preferences

See all 6 articles

Release Notes 1

• Release Notes

Manual 0

How to Request Material 0