How to use Vault Storage

The Vault is a secure and accessible location to share relevant information our clients and us.

Use the document storage vault to share documents online with clients. Any document needed for processing, meeting, or long-term storage can be contained in the Vault safely.

Loading files to the Vault

Access the Vault under the “more” menu (represented by three dots) after opening the your plan:

There are two tabs within the Vault – the Shared Folder and the Private Folder.

Note

• Any documents loaded within the Shared Folder will be able to be seen by both you and us.
• Any documents loaded within the Private Folder will only be seen by you.
• Files to be loaded to the vault must be under 25 MB in size.  There is no limit on the total number of files you can load to the vault.

2

Click Add File to upload files directly into the Vault.

Click Pick files from your computer to select files or drag-and-drop files into the screen displayed above. You can select multiple files at once to load to the Vault.

Tip

You can also click on the icons on the left to copy documents from popular online services such as Google Drive, Dropbox, Evernote, OneDrive, or Box.3

Click Add to vault to add the files:

Files will upload in a timely manner; you will be able to see the upload progress. Once complete, the files will be accessible to the client on their Vault.