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  • 1. How To Video Library for External Users Views: 813 Featured Content Public
    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: 545 Featured Content Public
    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. Turn Notifications On or Off Views: 5105 Public
    Your digital vault has a notification system that informs users when certain actions are completed within the application. If you do not want to receive notifications Click My Profile from the left navigation menu Click the Notifications profile option Click No Click Update Once updated, notifications will not be sent to the confirmed email address on file and sms messages will not be sent to the phone number on file (if applicable) If you have turned off notifications or unsubscribed on a  More...
  • 4. Types of Documents that can be Stored Views: 4017 Public
    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...
  • 5. Add Two-Factor (MFA) Authentication to my Direct Login Views: 3697 Public
    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. Security, Patents and Privacy Features Views: 3238 Public
    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...
  • 7. Create Outgoing File Exchange to a Group Views: 2984 Public
    To create an outgoing file exchange to a group An outgoing file exchange to a group can be done through the Administrative File Library or the Organization Collaboration StrongBox (if applicable) Administrative File Library Required Role: File Editor Click File Library from the left navigation menu Locate the file to be exchanged Click the Create Exchange action icon Enter a brief description in the description text box The default description will show as - Exchange For: (Item Name) If you   More...
  • 8. Add a New User Views: 2779 Public
    To add a new user Required Role: User Editor Click Users from the left navigation menu Click the Add User action button and a User Profile window will appear to enter the user profile information There are two different ways to add a user - Full Add and Quick Add (if applicable) ADD USER - FULL ADD OPTION The administrator enters a system unique user name, first name, last name, email address, temporary password and confirms the temporary password User Name and Email Address cannot be edited  More...
  • 9. Create a New Folder or Subfolder Views: 2739 Public
    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 the  More...
  • 10. Creating an Exchange with the Provider of the Digital Vault Service Views: 2271 Public
    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 ellipsis menu to the right of the item Click Exchange A Create Exchange dialogue box  More...