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. 

Add Document(s) to an Existing Digital Vault
  1. Select an Existing User – The internal user enters the external user’s account number in the External ID Search field and retrieves the user’s digital vault.

  2. Add Document(s) – The internal user selects the "Add Files" action icon and uploads document(s) to the existing digital vault's "My Inbox" folder.

  3. Confirm and Save – The internal user clicks "Close" to exit the upload process.

  4. Send Delivery Notification – An email is sent to the external user if notifications are “on” and a valid email address is in their profile.

  5. Take Me There – When the external user logs in to their digital vault, Virtual StrongBox will automatically take them to new documents that have been delivered to their “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