FAQ

About the Virtual Office
Your Offices are private, password-protected, and accessible only by you and the people you personally invite to become members. No one but you and the people you give permission to can see the activities in your Offices.

 

Your Office is private, password-protected, and accessible only by you. No one but you can see the activities in your Personal Office.
From the "My Offices" button, select the Office you want. From that office, select the "Invite" tab. Enter the email address of the person you want to add, fill in the required fields, and click the "Invite" button.
Click the  icon located at the top of any page. Then click the "Compose Message" button. Enter the person's Private Office Display Name (not their email address), fill in the required fields, and click the "Send" button.
About My Account
  1. Go to My Account by clicking on "My Account" at top of page.
  2. Under the "View" tab, check the boxes next to the profile items you wish to make public.
  3. Click "Save" to save your changes.
  1. Go to My Account by clicking on "My Account" at top of page.
  2. Under the "Profile" tab, click "EDIT" to the right of Password.
  3. Enter your new password in the New Password and Confirm Password fields.
  4. Click "Save" to save your changes.
  1. Go to My Account by clicking on "My Account" at top of page.
  2. Under the "Profile" tab, click "EDIT" to the right of Email.
  3. Enter your new email address in the Email and Confirm Email fields.
  4. Click "Save" to save your changes.
  1. Go to My Account by clicking on "My Account" at top of page.
  2. Under the "Profile" tab, click "EDIT" to the right of Display Name.
  3. Enter your new Display Name in the Display Name field.
  4. Click "Save" to save your changes.

Note: when you change your Display Name, all previous mentions of your old Display Name will be replaced with your new Display Name.

  1. Go to My Account by clicking on "My Account" at top of page.
  2. Under the "Profile" tab, click "EDIT" to the right of Family Office Name.
  3. Enter your new Family Office Name in the Family Office Name field.
  4. Click "Save" to save your changes.

Note: The word "Family" is appended to the end of your Family Office name to distinguish it from your Personal Office. Personal Offices are named automatically using your Display Name appended with the word "Personal."

  1. Go to My Account by clicking on "My Account" at top of page.
  2. Under the "Profile" tab, click "EDIT" to the right of Profile Picture.
  3. Click "Browse" next to "Upload Picture," to select a picture on your computer.
  4. Click "Save" to save your changes.
  1. Go to My Account by clicking on "My Account" at top of of page.
  2. Under the "Profile" tab, click "EDIT" to the right of Profile Picture.
  3. Check the "Delete current picture" box.
  4. Click "Save" to save your changes.
  1. Go to My Account by clicking on "My Account" at top of of page.
  2. Under the "Profile" tab, click "EDIT" to the right of Biography or Interests.
  3. Edit the text in your Biography or Interests.
  4. Click "Save" to save your changes.
About the Digital Vault
Absolutely. Every document you place in your Digital Vault is protected by the encryption standard adopted by the U.S. Government. All documents are sent over the Internet using Secure Sockets (HTTPS, 256-bit encryption for modern browsers and 128-bit encryption for older browsers).

For added security, you have the ability to assign separate passphrases to each document in your Digital Vault. Members of your Family Office can also be given selective access to the documents in your Vault, ensuring that they see only what you want.

You must type a passphrase that will result in encryption strength of at least 40 percent. Passphrase strength is displayed while you upload a document. The following are examples of passphrases from Average to Strong.

Average: Combining two words or a passphrase of approximately 8 to 10 characters, such as "sevensummitas?" or "himalaya".

Good: Combining special characters and numbers, such as "$makalu44?" or "!Anna$Purna".

Strong: Combining uppercase and lowercase letters and intermingling special characters, such as "$LhosTe" or ?"@Ka%me#t3".

From your Digital Vault, select the folder in which you want to place the document. Click the "Add Document" icon at the top of the page. From there, click the "Browse" button and choose the document you want to add to your Digital Vault. Fill out the required fields and click the "Upload" button.
From your Digital Vault, select the folder in which you want to place the documents. Then click the "Add Multiple" icon at the top of the page. From there, click the "Browse" button and choose the folder that contains the documents you want. Click the "Next Step" button. Select the documents you want to upload. Click the "Next Step" button. Fill out the required fields and click the "Upload" button.
From your Digital Vault, click the "Edit" icon at the top of the page. Now you can grant or restrict access to the documents in your Vault.  When giving access to a specific sub-folder, be sure to provide at least the "Visible" flag under Folder Access to all parent folders to insure Folder is visible to the member.

If you would like to grant access on a per document basis, left click on a specific "Document Title" and select "Edit".  Select specific members by clicking on a checkbox to the left of the members name and Adjust permissions accordingly. The specified Permissions will now pertain only to that document.

Click on the document title and select "Upload." Now click the "Browse" button, choose the document to upload, fill in the required fields, and click the "Upload" button.
Click on the document title and select "Download." Now click the "Browse" button, choose the destination folder, fill in the required fields, and click the "Download" button.
Click on the document title and select "History" from the pulldown menu. In the Revision History list, check the box with the title of the document version you want to download. Now click the icon, choose the destination folder, fill in the required fields, and click the "Download" button.
Any document on your computer can be securely stored in your Digital Vault, including word processing documents, presentations, spreadsheets, and photos.
You can store as much information as you like