FAQ

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