Trusted Advisor role

What is my role as a Trusted Advisor & what can I do?
As Trusted Advisor you now have access to specific documents and information as permitted by a VaultHolder. All information is stored securely and intellige...
Tue, 17 Apr, 2018 at 10:52 AM
How to upload a document
You have 2 different ways to upload a file: Using the Upload button: At the top of every page, you will find the "+Upload" button. Click it to u...
Thu, 24 May, 2018 at 3:51 PM
How & where to make a new folder
FutureVault is unique in the fact that the VaultHolder has been given a predefined folder structure. We’ve researched the areas of one's life that invo...
Tue, 17 Apr, 2018 at 10:53 AM
How to delete a document
From Document Preview: Click in the document name. Click the "Trash" button. Click "OK" to confirm.   From Unfiled: Cli...
Tue, 17 Apr, 2018 at 10:53 AM
How to set a reminder
You can add reminders to a VaultHolder's documents for them.  1. On the document view, click on the Reminder Tab next to the document preview. ...
Tue, 17 Apr, 2018 at 10:54 AM
How to change the labels for documents
You can change the label for your documents by only dragging the documents in the correct label on the Suggested Documents section.  Go to the folder wher...
Tue, 17 Apr, 2018 at 10:54 AM
How to move multiple documents
1. Select the box next to the name of each document you want to move. 2. Click "Actions" at the top right corner, then click "Move". ...
Tue, 17 Apr, 2018 at 10:55 AM
How to create a new contact
If you have been granted access to a VaultHolder's contatcs section you can add contacts in different areas:   A. Contact Page 1. Go to "Con...
Fri, 9 Mar, 2018 at 2:24 PM
How to upgrade your Trusted Advisor Permission to a Manager Access*
(*) Only available for Family offices As a VaultHolder, you can upgrade the permission of one of your Trusted Advisor to get a Manager Access. They will...
Wed, 18 Apr, 2018 at 10:21 AM
As a Trusted Advisor, how do I manage my Account Settings?
In order to access your Account Settings and manage your personal information and your Security settings, you will need to be viewing your Trusted Advisor a...
Wed, 18 Apr, 2018 at 10:37 AM