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

END-USER LICENSE AND TERMS OF SERVICE AGREEMENT This End-User License and Terms of Service Agreement ( TOS, EULA ) governs access to and use of the Digital Vault Storage System ( System ), sometimes referred to as the Virtual StrongBox ( VSB ) platform and its services ( Service ). The Service permits you to use space provided by the Licensor to electronically store and exchange/share important business and personal digital documents. This TOS is between VSB ( Licensor, we, us, our )  More...

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 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   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...

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...