Note: This feature is available in the premium version of Virtual StrongBox

Virtual StrongBox has enabled a secure connection inside our existing Administration Console that lets premium client internal users, with the correct role, add document(s) to a new or existing digital vault. It's perfect for sending documents to a customer in a quick, and more importantly, secure manner.

Any files added will appear in the external user's new "My Inbox" folder inside their digital vault. Files added to the "My Inbox" folder do not count towards the external user's quota space unless they move an item to another folder in their digital vault.

If the external user has their notification settings "on" and there is a valid email in their profile, they will receive an email notification that a new document is available and to sign in or activate the digital vault account to retrieve it.


Create a New Digital Vault and Add Document(s)
  1. Create New User Account – Internal user uses the Quick Add feature to create a new digital vault using the following required fields (account number, first, last, and email address).

  2. Create Folder(s) – Virtual StrongBox will automatically create a digital vault with the default space, default folders and a folder called “My Inbox” when the new account is created.  The “My Inbox” folder parameters will be set so the folder cannot be deleted by the user. Files inside the folder will not count against user’s quota and can be deleted by the external user.

  3. Select Add Document(s) – The new user process will ask if the internal user wants to add document(s) to the newly created digital vault. Answering “Yes” will open a one-time upload process that allows the internal user to upload files to the pre-registered account.

  4. Save Documents – The Internal user clicks "Close" to exit the document(s) upload process.

  5. Send Notification – Virtual StrongBox Quick Add functionality automatically sends an invitation email to the new user to complete the registration process.
    1. Account Activation – New user must activate the account by setting a username and password. Once the external user confirms their email, Virtual StrongBox will mark the account registration as complete and additional documents can be added.

    2. Record – Virtual StrongBox stores the date that account was activated as “Created Date” on the users page.
  6. Adding More Document(s) – Once the digital vault registration is complete, Internal Users can upload document(s) to the external user’s “My Inbox” folder in their digital vault.

  7. Take Me There – When the external user logs in to their digital vault Virtual StrongBox will automatically take the member to new documents that have been delivered to the “My Inbox” folder since their last login.

Here is a short video on how the feature works:

https://vimeo.com/662348626


To learn more about the premium version of Virtual StrongBox and the "My Inbox" feature contact accountservices@virtualstrongbox.com