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  • 1. Terms and Conditions Views: 4509 Public
    TERMS OF SERVICE AGREEMENT This Terms of Service Agreement (“TOS”) governs access to and use of the Digital Vault Storage System (“System ), sometimes referred to as the Virtual StrongBox (“VSB”) platform and it’s services ( Service ). This TOS is between VSB ( Licensor , we , us , our ) and each Customer using the Service ( Licensee , Customer , you , your , yours , “ their ”), together with any person you permit to ac  More...
  • 2. Types of Documents that can be Stored Views: 3138 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...
  • 3. Turn Notifications On or Off Views: 3121 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 or the dropdown menu under your name in the upper right of the dashboard page Click the Notifications profile option Click No Click Update Notifications will not be sent to the email or text to the SMS (if applicable) once updated. If you have turned off notifications or unsubscribed o  More...
  • 4. Security, Patents and Privacy Features Views: 2446 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...
  • 5. Create a New Folder Views: 2022 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 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 text box A fo  More...
  • 6. Add Multi-Factor Authentication (MFA) to my Login Views: 1536 Public
    To add multi-factor authentication to your login (if enabled by your service provider) Click My Profile from the left navigation menu Click Login Security There are 3 multi-factor authentication choices available: Text, Voice, Time-Based Authentication In order for the Text (SMS) or Voice option to be available, your phone number must have a 'Verified' status in the system To update your phone number and have it verified Click the Update Phone Number profile setting Enter your phone numb  More...
  • 7. System Requirements Views: 1273 Public
    The current system requirements are: Internet connectivity Recent HTML5 compliant browser version - The browser needs to fully support HTML5 Edge Firefox Chrome Safari (Mac OS Only) Internet Explorer is not a supported browser Browser JavaScript Enabled Browser must accept third party cookies Adherence to End-User License Agreement system requirements browsers
  • 8. Share a file or folder Views: 1050 Public
    ShareLinks are used to share access to a file or folder in your digital vault with an external third-party to upload or download information. For example, sharing access to your Tax Records folder with your CPA so they can upload this year's tax returns or texting your attorney a ShareLink to your Will. ShareLinks to folders can be either download only, upload only or collaboration allowing both upload and download capabilities. Locate the file or folder you want to share Click on the elli  More...
  • 9. Upload a File Views: 987 Updated Public
    To upload a file Click Files from the left navigation menu Navigate to the upload destination - the root folder (the initial page after clicking on Files) or a folder/sub-folder in your Files directory Click on the Upload action icon A file upload area will appear and you can either: Click in the file upload area to select a file(s) Locate the file(s) you want to place in your digital vault Click on an individual file to select it or to select multiple files hold the CTRL key and click on files   More...
  • 10. What is Multi-Factor Authentication (MFA) Views: 921 Public
    Multi-Factor Authentication, or MFA, is an approach to security authentication which requires that the user provide more than one form of verification in order to prove their identity and allow access to the system. Authentication methods that only require username and password are susceptible to security threats because a malicious person only requires a single piece of information to access your account. The added security that MFA provides is requiring additional information to sign in: some  More...
  • 11. Update Profile Information Views: 760 Public
    To update profile information Log into 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. Settings available for edit are: My Information - First and Last Name Update Password Update Email Address This is a required system field. The email address can be edited to something else but cannot be removed. Update Phone Number In order to get the number validated  More...
  • 12. Can I Purchase Additional Storage Space? Views: 759 Public
    Yes. If your digital vault has reached its storage capacity you can easily purchase more space. Note: The purchase of additional space is an annual subscription To purchase additional storage space Sign in to your digital vault Click Buy More Space from the left navigation menu Select your payment method Select the new storage size Enter Cardholder and Payment information Once all selections/information has been completed click Confirm Purchase Once the payment has been processed the addition  More...
  • 13. Forgot Login Password Views: 513 Public
    If you forget your login password Click on Forgot your password? below the password text box Enter your username and then type in the Captcha code For a different Captcha code click the top icon to the right of the code To hear the Captcha code click the bottom icon to the right of the code The Captcha code is not case sensitive Once you have entered the code click in the green area with the arrow to continue or you can press enter on the keyboard A message will appear saying that a password r  More...
  • 14. Receiving Subscription Renewal emails Views: 459 Public
    The secure digital vault that you are using is powered by Virtual StrongBox. Our digital vault is the backend storage for a number of consumer-facing products across North America that include: Numerous online banking or mobile banking service providers Frozen Pii's identity protection hub RecordLyf's personal disaster recovery product You are receiving subscription renewal or update your payment notifications from us because you have purchased additional storage space and it's ti  More...
  • 15. User Notifications Views: 448 Public
    Notifications will be sent to users when they receive an internal exchange and when Sharelink actions are performed by the recipient(s). Users will receive an email to the address set in their profile and if applicable, a text message will be sent to the system verified phone number. For internal exchanges, users will receive a notice when: A file is being exchanged to them A file is being exchanged to their account group A folder is being exchanged to their account group For ShareLinks, users   More...
  • 16. Delete a File or Folder Views: 446 Public
    To delete a file or folder Locate the file or folder you want to delete Choose the delete action by either: Clicking the ellipsis menu and clicking Delete In List View, clicking the checkbox to the left of the item and clicking the Delete action icon In Tile View, clicking the item to highlight it and clicking the Delete action icon A modal will appear confirming the delete action: If done through the ellipsis menu and depending on the type of item being deleted the modal will ask: Are you sure   More...
  • 17. Storage Upgrade is an Annual Subscription Fee Views: 364 Public
    The fee you pay when adding more space is an annual subscription fee. When you purchase more space for your personal digital vault using your credit or debit card, you are agreeing that the storage and the associated fee you select can be charged to your card each year you are using the account. We do not store credit and debit card information on our platform. subscription upgrade storage annual fee
  • 18. Default System Setting for a Required Password Change Views: 337 Public
    After a default period of 90 days the system will require you to change your password before you are able to login to your digital vault. This is the default setting and time periods may vary depending on service provider settings. If you are accessing your digital vault via single sign-on from online banking or a mobile app the password does not expire. default password expiration
  • 19. Update Expiring or Expired Payment Information Views: 300 Public
    If you receive an email asking you to update your payment information in your digital vault before renewing your previous space upgrade simply follow these steps: 1) Login to your digital vault 2) Select the $ Buy More Space item on the left-hand menu 3) Scroll to the Subscription History section and look for the upgrade that is renewing 4) You'll be able to update your payment information by clicking on the $ symbol tab on renewal line. If you never updated your payment information before  More...
  • 20. Create Folder Upload Share Link Views: 271 Public
    To create a folder upload share link Locate the folder you want to share Click on the ellipsis menu to the right of the file Click Share A Create External Share for Folder modal will appear to select options and create the share link Share Name: The default name will show as - Share for folder: (file name inserted here) If you wish to change the name simply enter the desired name of your share link in the text box Share Direction: Download - Recipients will only be allowed to download items fr  More...
  • 21. Can I increase storage space in my digital vault? Views: 260 Public
    If your digital vault has reached it's storage capacity there are two ways to increase the storage available in your vault: 1. Delete items in your digital vault Check your digital vault to see if there are any items that may no longer be needed. If so, you can delete the item, then delete it from the Recycle Bin and the storage space that item was taking up will now be available. To do this: Sign in to your digital vault Click Files from the left navigation menu Choose the delete action b  More...
  • 22. Create Folder Download Share Link Views: 245 Public
    To create a folder download share link Locate the folder you want to share Click on the ellipsis menu to the right of the file Click Share A Create External Share for Folder modal will appear to select options and create the share link Share Name: The default name will show as - Share for folder: (file name inserted here) If you wish to change the name simply enter the desired name of your share link in the text box Share Direction: Download - Recipients will only be allowed to download items   More...
  • 23. Permanently Delete a File from the Recycle Bin Views: 235 Public
    To permanently delete a file from the Recycle Bin NOTE: Not all digital vaults are granted the role that allows you to permanently delete files which may result in not being able to see the Recycle Bin. Click Recycle from the left navigation menu Locate the file(s) you want to permanently delete and either: Click the delete icon to the right of the file name Click the checkbox to the left of the desired file(s) to select and click Delete Selected at the top of the grid A dialogue box will appea  More...
  • 24. Move a File or Folder Views: 186 Public
    To move a file(s) or folder Locate the file or folder you want to move Choose the move action by either: Clicking the ellipsis menu and clicking Move Clicking the checkbox to the left of the item in list view and clicking the Move action icon Clicking the item to highlight it in tile view and clicking the Move action icon A Move Item modal window will appear Expand the move tree by clicking on the caret next to My Account, then select the destination for the file/folder Once the destination has   More...
  • 25. User Dashboard Widgets Views: 174 Public
    The Dashboard will be the default landing page after login (if the feature is enabled by your service provider). This screen shows real time system snapshots of storage percentage by folder, total account storage and the top 5 largest files in descending order. Storage by Folder - shows how your files are distributed throughout your digital vault in bar chart form. Storage - shows the total percentage of digital vault storage space that has been used compared to the total size of your digital v  More...