Below is a link to the entire How To video library for external digital vault users. VSB External User FAQ Videos library FAQ video

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...

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...

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...

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...

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...

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...

Two-Factor verification, sometimes referred to as multi-factor authentication (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 two-factor verifi  More...

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 Purchase More Space action button Select storage   More...

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 which allows both upload and download capabilities. Locate the file or folder you want to share Click on the el  More...

This is an online safe deposit box provided by your financial institution. You can use your digital vault to store all your important electronic documents. This secure storage can be found inside your financial institution's online banking, mobile app or from their direct login screen. The financial institution may also also be putting receipts, disclosures and documents into your personal strongbox. When they do, the platform sends you the email that you received. If you do not have online   More...

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 confirmed address set in their profile and if applicable, an sms 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 Activity occ  More...

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...

When a user is trying to access their digital vault on an iPhone and have issues such as: Viewing the items in their digital vault Receive an error message that access being denied due to invalid credentials They will need to uncheck the Block Cookies and Prevent Cross-Site Tracking settings. To do this: Access the phone settings menu and go to Safari settings Under Privacy and Security there will be a Block Cookies and Prevent Cross-Site Tracking setting The setting needs to be adjusted  More...

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 file  More...

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

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) Sign in to your digital vault 2) Click Buy More Space from the left navigation 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 t  More...

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

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  More...

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: My Information - First and Last Name 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  More...

Your digital vault has a notification system that informs users when certain actions are completed within the application. Listed below are some reasons why you may not be receiving these notifications: 1. The email address on file was not confirmed During the initial login process an Email Address Validation email is sent to users to confirm the entered email address within our system. There is a Confirm Email link for the user to click that will not only confirm and validate the email but a  More...

To move a file or folder Locate the file or folder you want to move Click the ellipsis menu to the right of the item Click Move 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 been selected click Move Active share links on a file/folder being moved will still be associated with the file/folder after it is moved to the new destination move file folder

To unsubscribe from our educational email series Open the most recent email you received. Click on the unsubscribe link at the bottom of the email Your email status will be changed to unsubscribed and you will no longer receive educational emails unsubscribe marketing education email

To unsubscribe from system generated Virtual StrongBox emails View the system generated email Click on the unsubscribe link Your Enable Notification setting will be changed to No and you will no longer receive these types of emails If you wish to start receiving the emails again Click My Profile from the left navigation menu Click the Notification profile option Click the Enable Notifications setting back to Yes Click Update unsubscribe system generated email

To move multiple files and/or folders Select the file(s) and/or folder(s) that you want to move by clicking on the checkboxes next to each file or folder you want to move Once all items have been selected, Click the Move Items action icon at the top of the page The move tree will be displayed Click on the caret next to My Account to expand the move tree If a folder contains sub-folders, this will also be indicated by the caret next to the folder name. Clicking on the caret will expand the view  More...