FutureVault

Tour Videos 0

Type of Client Portals 0

User Guides 0

Account Activation 1

• How to activate your account?

Discover your Portal 4

• Users Types
• What is the general layout of your portal
• Finding your Inbound Email
• Browsing Multiple Documents

Upload & Download Documents 5

• How to upload a document?
• How to download a document?
• Viewing documents
• Document types and their extension supported
• View Document History

Sharing Documents 1

• Sharing documents in the vault

Account Settings 3

• Notification Preferences
• Set up your Entities
• Enable the Two-Factor Authentication on your account

View Preferences 0

User Guides 2

• VaultHolder Getting Started Guide
• Trusted Advisor Getting Started Guide

All About Entities 3

• What's an Entity?
• Create Entities
• Edit Entities

Managing Folders 4

• Type of Folders
• How to Create Folders?
• How to Move a Folder?
• How to Delete a Folder?

Managing Documents 7

• Upload Button
• Managing Locations/Tagging of a document
• Upload into a Subcategory
• Upload using Suggested Documents/Labels
• How to delete one or multiple files?

See all 7 articles

Reminders 0

Search 1

• Using Advance Filters in a vault

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 1

• Email a file using the Inbound Email

Checklist 0

Troubleshooting 0

Getting Started (Videos) 0

Training Videos 7

• Setting Trusted Advisor Permissions
• Sharing a Document
• Adding a Reminder
• Changing your password
• Creating a Folder

See all 7 articles

Advanced features (Videos) 0

Tips and Tricks (Videos) 0

Webinar 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

Webinar Series 2: Digital Vault Tips 5

• Simple Steps to go Paperless
• Ways to keep your vault organized
• Remembering Dates & Deadlines has never been easier
• Simple ways to find documents
• Tips & Tricks for getting the most out of your vault

3.11 11

• Upcoming Webinar! Remembering dates & deadlines has never been easier
• Closing a document takes you to the folder it lives in
• Modified column updated when actions are preformed
• Videos files accepted in the vault
• Administrator & Representative Portal Updates

See all 11 articles

3.9 8

• 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
• Android users can now download documents

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

Get Started 2

• I can't login? I'm getting an error after adding my credentials
• I got an email saying that my account is active, but I don't have a passwords

Common Questions 12

• 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?
• I cannot open the page, my firewall software won’t allow me to access. What can I do?
• What types of files I can save in FutureVault?

See all 12 articles

Apps - 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?

Account Security 6

• How to request a new your password?
• How to change your current password?
• What is a Two-Factor Authentication?
• How to disable Two-Factor Authentication
• Change your Primary Email

See all 6 articles

General 0

How to Request Material 0

Set up your box 0

iOS (iPhone only) 7

• Downloading the Mobile Application
• How to Upload a Document
• How to Restore a Deleted Document
• How to View your Reminders
• How to Add a New Entity

See all 7 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

Managing Your Vault 0

Trusted Advisor role 0

Getting Started 0