iOS (iPhone only)

Downloading the Mobile Application
Your account must already be active to log into the mobile app. Only the main account holder can access their account through the mobile app. Trust Advi...
Fri, 6 Apr, 2018 at 11:31 AM
How to Upload a Document
In order to upload a file using the mobile app, you must first take a picture of the document or have it stored in the gallary section your phone. Step ...
Fri, 16 Mar, 2018 at 10:08 AM
How to Rename a Document
Step 1.  Select the document you want to rename and click the "Rename" button in the bottom-right corner. Step 2.  Enter in the new docum...
Fri, 16 Mar, 2018 at 10:08 AM
How & Where to Make a New Folder
Step 1. To create a folder start by selecting "My Documents" from the mobile app. Step 2. Select the Category and then Sub-category wh...
Fri, 16 Mar, 2018 at 10:08 AM
How to Delete a Document
Step 1. Choose document you want delete from the mobile device and select the delete icon at the bottom of the screen. Step 2.  A message will a...
Fri, 16 Mar, 2018 at 10:09 AM
How to Restore a Deleted Document
Step 1.  From the main menu select the "Deleted Documents" tab.  Step 2 . Find the document you want to restore and select it. S...
Fri, 16 Mar, 2018 at 10:09 AM
How to Share a Document
You can share your documents with FutureVault users or send a link to other contacts outside of FutureVault. To share a document follow the next steps: ...
Fri, 16 Mar, 2018 at 10:09 AM
How to View your Reminders
Step 1.  Click the "Reminders" tab in the main menu. Step 2 . Here you will see all of your reminders. You can now scroll thorough to fin...
Fri, 16 Mar, 2018 at 10:09 AM
How to Add a New Entity
Step 1.  In the main menu screen select the "Add Entity" tab . Step 2.  You will then be prompted to fill in the required Entity name and...
Fri, 16 Mar, 2018 at 10:09 AM
How to Logout of the App
The logout button can be found when you scroll to the bottom of the main menu screen.
Fri, 16 Mar, 2018 at 10:10 AM