Training Videos 7

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

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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

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

Webinar Series 3: Everyday Life Examples 5

• On Demand - Taxes & The Digital Vault
• On Demand - Estates & The Digital Vault
• On Demand - Insurance & The Digital Vault
• On Demand - Managing your Family & the Digital Vault
• On Demand - General Investments & The Digital Vault