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  • 1. How To Video Library for External Users Views: 38 Featured Content Public
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    Below is a link to the entire How To video library for external digital vault users. VSB External User FAQ Videos library FAQ video
  • 2. How To Video Library for Internal Users and External Users Views: 30 Featured Content Public
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    Below is a link to the entire How To video library for external digital vault users: VSB External User FAQ Videos Below is a link to the entire How To video library for internal digital vault users: VSB Internal User FAQ Videos library FAQ video
  • 3. Creating an Exchange with the Provider of the Digital Vault Service Views: 154 Public
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    An Exchange is an internal share of a document or folder of documents in your digital vault to another digital vault. Usually an internal Exchange is with the organization that is providing your digital vault. Note: Not all digital vaults have the internal exchange feature turned on. To create an internal exchange Locate the file or folder you want to exchange with the provider's digital vault Click on the additional options menu to the right of the item - Click Exchange A Create Exchange  More...
  • 4. Create a New Folder or Subfolder Views: 117 Public
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    To create a new folder Click Files on the left navigation menu Navigate to the location where you would like the new folder - the root folder (the initial page after clicking on Files) or a subfolder under an existing folder location in your Files directory If you initially create the folder in the wrong place you can always move the folder later using the Move Folder option Click the New Folder action icon - A Create New Folder dialogue box will appear Enter the name of your new folder in   More...
  • 5. Add Two-Factor (MFA) Authentication to my Direct Login Views: 112 Public
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    To add two-factor verification to your login Note: Two-factor authentication is not available if your digital vault is behind your provider's online banking or mobile app. If this is how you access your digital vault, two-factor authentication should be turned on in front of those applications. There are 2 multi-factor authentication choices available with our platform: Authenticator and Hardware Token To set up two-factor verification Sign in to your digital vault Click My Pr  More...
  • 6. Types of Documents that can be Stored Views: 101 Public
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    Personal Documentation Real Estate and Personal Property Financial/Business Birth Certificate Marriage Certificate Wills Identity Documents and Passport Diplomas and Transcripts Professional Licenses Separation/Divorce Papers Social Security Card Health and Medical Information Military Records Life Insurance policies Disability Insurance policies Deeds, Titles, Insurance for Home Deeds, Titles, Insurance for other properties Deeds, Titles, Insurance for automobile(s) Receipts for big ticket i  More...
  • 7. Security, Patents and Privacy Features Views: 85 Updated Public
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    Some of the many security and privacy features of our digital vault include: Configured on dedicated, redundant storage devices in redundant datacenters rather than a traditional cloud-based model The datacenters have SSAE 18 certification, 24 hour monitoring to assure safety and continuous backup in case of power outages or physical disasters Files are protected with AES 256 bit encryption Files are encrypted in transit and at rest using patented technology Supports Perfect Forward Secrecy (PFS  More...
  • 8. Can I purchase additional storage space? Views: 81 Public
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    Yes. If your digital vault has reached its storage capacity you can easily purchase more space. Note: The purchase of additional space for your digital vault is an annual subscription. Virtual StrongBox will automatically bill the credit card on file each year on the purchase date until the subscription is canceled. To purchase additional storage space Sign in to your digital vault Click Buy More Space from the left navigation menu - Click the Subscribe action button Enter your First Name,  More...
  • 9. Create a File Exchange from the File Library Views: 80 Public
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    To create a file exchange Required Role: File Editor Click Files from the left navigation menu Locate the file to be exchanged Click the Exchange File action icon Enter a description of the file. The default description will be Exchange for: 'file name' Select the recipient user(s) from the Select Users tab by clicking the checkbox to the left of their name Select the recipient group(s) from the Select groups tab by clicking the checkbox to the left of the group name Once the desire  More...
  • 10. Restore a File in the Recycle Bin Views: 77 Updated Public
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    To restore a file that is in the Recycle Bin Click Recycle Bin from the left navigation menu Locate the file(s) you want to restore and either: Restore by clicking the restore action icon to the right of the file name - Restore by clicking the checkbox to the left of the desired file(s) to select them and clicking Restore Selected at the top of the grid - A dialogue box will appear confirming the restore action: If restoring an individual file the dialogue box will ask - Are you sure you w  More...