Your Vault - Client User Guide [FAQs]

 [Step-by-Step Instructions] [How to Use Your Vault Client]

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. 

Uploading and Sharing 

1. 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.

3. Upload the File:
   • Drag & drop into the designated area, or ‘click here’ to select the file from your device.

4. 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

1. Renaming Files

• 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.

2. 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.