In FutureVault an Entity is a self-contained separate Vault (within the Vault) help you to organize your documents by a corporation, association, partnership, proprietorship, trust, or individual. You can activate or deactivate an entity to view and share only those documents making your documents easier to find. There are 10 types of Entities with pre-defined folder structures.



Only VaultHolders and Trusted Advisor with Manager Access* can delete, modify or add an Entity. Regular Trusted Advisors will have access to the Entities that the VaultHolder gave them permission for.


(*) Permission only available for Family Office clients.