Your Vault - Client User Guide [FAQs]
[Step-by-Step Instructions] [How to Use Your Vault Client]
What is Your Vault?
Your Vault is a comprehensive digital filing cabinet designed with you in mind; it prioritises security, ensuring that essential financial, life, and legacy documents are securely stored. Below are step-by-step guides for adding, sharing, and maintaining documents in Your Vault. This secure and convenient space eliminates the need for email attachments, reducing the risk of phishing attacks. You can upload crucial files, such as retirement plans, legal papers, and estate planning documents. You also have the flexibility to selectively grant access to your documents with your partner, ensuring privacy when sharing sensitive information. Your adviser can reciprocate by uploading and sharing relevant documents with household members via Your Vault. Additionally, your adviser can create tasks to help manage your document sharing efficiently.
Key Your Vault features
Your Vault is our safe and organised space for you and your adviser to manage essential documents. Here’s how it benefits you:
- Document Sharing: Effortlessly share essential documents with your adviser, ensuring the co-creation of a well-informed financial plan tailored to your needs.
- Secure Sharing: Rest easy knowing documents are transmitted securely, eliminating the need for email attachments and reducing the risk of phishing attacks.
- Adviser Notifications: There is no need to duplicate efforts; your adviser will receive timely notifications when you upload documents to Your Vault, allowing them to review them promptly and take any necessary action.
- Note: Email notifications are triggered only for direct client uploads, not via a governance/foundations survey.
- File Management: Manage your documents with the ability to rename and move files to maintain accurate, clean, and precise records effectively.
- Document Storage: Easily locate documents at a glance. Everything is organised and readily available for informed financial planning.
- Best Life Plan Management: Access your published Best Life plans directly from Your Vault in PDF or DOCX format.
Uploading and Sharing
- Navigate to Your Vault and Desired Folder:
- On the left navigation pane, choose Vault.
- Identify and select the desired folder for storing your secure documents.
2. Import and Share:
- Click ‘Import file’.
- Sharing Options:
- The default is to share the document with your adviser and household.
- To share only with your adviser, untick the box.
- Upload the File:
- Drag & drop into the designated area, or ‘click here’ to select the file from your device.
- Save and Publish:
- Click ‘Save’ to publish the file to the Vault.
The shared document will now be accessible to your adviser and designated household member.
File Management
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- Once inside Your Vault, locate the specific folder where the document is stored.
- Click on the folder to open it.
- Identify and select the desired file for renaming.
- The text box will open and be available to edit.
- Make edits, then hit ‘enter’ or click out of the text box. Your changes will be automatically saved.
Moving Files
- Locate the specific document in the Vault.
- Click the ellipsis (three dots) at the end of the document line.
- Select the desired action: "Move Vault File."
Locate and select the proper folder where the document is to be moved.
- Confirm proper document location.
