To update profile information
  • Sign in to your digital vault
  • Click "My Profile" from the left navigation menu
  • Once the My Profile page has been accessed you can then edit information by clicking the profile item you want to modify.  Profile options available for edit are:
    • First and Last Name (Changes to your First or Last Name will not appear in the title bar until after your next login.)
    • Update Email Address
      • This is a required system field.  The email address can be edited to something else but cannot be removed.
      • If an email address is changed, the notification option will be set back to No until the new email address is validated and confirmed
    • Update Phone Number
      • In order to get the number validated after updating you must click the action icon to the right of this setting 
      • Click "Verify Number"
      • A prompt will appear to send the code
      • Click "Send Code"
      • Enter the verification code and click "Confirm"
      • A success message will appear in the upper right corner of the screen
    • Subscriptions - Note: Not all digital vaults have the Subscription feature turned on.
      • Select or Edit email notifications and SMS messages that you receive
    • Two-Factor Verification - Set or update the multi-factor authentication type
      • The Change Password option is also available through this setting after clicking "Manage"
    • Default Start page - Set what page you want displayed upon login
  • ​​​​​​F​ile Type Management - Set restrictions of certain file types from being exchanged to your account or uploaded by a recipient to a shared folder
  • Notifications - Choose whether or not you want to receive notifications
  • Close My Digital Vault Account - Deleting your account is permanent and cannot be undone
  • After the selected profile setting has been edited click "Update"
  • A green success message will appear indicating that the update was successful



Your personal profile settings can only be edited by you
Two-factor Authentication setup will require validation via time based authenticator or hardware token.