Vault Storage

The Vault is a secure and accessible location to share relevant information with your clients. Use the document storage Vault to share documents online with clients. Any document needed for processing, meeting, or long-term storage can be contained in the Vault safely.

Loading files to the Vault

1
Access the Vault by selecting the folder icon after opening the client's plan.
The Vault has two tabs - the Shared Folder and the Private Folder.
2
Click Add File to upload files directly into the Vault. You can also click on the icons on the left to copy documents from popular online services such as Google Drive, Dropbox, Evernote, OneDrive, or Box.
3
Click Pick files from your computer to select files or drag and drop files into the screen displayed above. You can select multiple files at once to load to the Vault.
4
Click Add to Vault to add the files. Once complete, the files will be accessible to the client on their Vault.
Please note:
  • Any documents loaded within the Shared Folder will be able to be seen by both you and the client.
  • Any documents loaded within the Private Folder will only be seen by you.

  • Your client will also have a Private Folder where they can add documents; you will not see those documents.

  • Files to be loaded to the Vault must be under 25 MB. There is no limit on the total number of files you / your client can load into the Vault.

  • File icons with an "A" indicates that the advisor uploaded the file. This allows the advisor to differentiate advisor-uploaded files from client-uploaded files.

Organizing files within the Vault

Set up folders to help manage the files within the Vault.

1
Click on Create Folder, type in the name of the new folder, and hit Enter or click on the blue checkmark to add the folder.
2
Once you create a folder, drag-and-drop files from the main folder to the new folder: simply click on the file, hold the mouse button, and drag the file into the folder you wish to put the file in.

Updating / Downloading Files from the Vault

Once added to the Vault, files can be downloaded or deleted by checking the box to the left of the file name and then selecting download or delete from the icons above. When downloading multiple files simultaneously, RightCapital will create a .zip file that includes all the information desired.

To update the file name, click the three dots to the right of the file. Options include rename the file or delete the file. You can also download files by clicking on the hyperlinked file name.


File Preview

To see a preview of the vault files, simply click the file's name within the shared or private folder. A preview screen will appear which allows you to cycle through file options by clicking on arrows on the left & right sides of your screen. Once you find the file you are searching for, click download on the upper right corner.

File Preview

To see a preview of the vault files, simply click the file's name within the shared or private folder. A preview screen will appear which allows you to cycle through file options by clicking on arrows on the left & right sides of your screen. Once you find the file you are searching for, click download on the upper right corner.


Advisor Portal Vault

 The Advisor Portal Vault is a centralized Vault in the Advisor Portal that allows you to share documents with all clients. You can access the Advisor Portal vault by clicking on the folder icon on the top right-hand side of the Advisor Portal.

Vault Tab

The Vault tab is a centralized location to quickly access the shared folder for individual clients all within the Advisor Portal. We will display the number of files, and the date of last file was uploaded or downloaded by the client.

Select an individual client to view, rename, upload, download, delete files, and create folders directly from the Vault tab. 

Shared Documents

The Shared Documents feature allows the advisor to create folders and upload files to share with multiple clients. After creating a folder or uploading a file, the advisor can grant access to that item to individual clients, client groups, or the 'All Clients' option using the Access Control menu.

Any client granted access will see a new 'Documents' folder fixed at the top of the list in their Vault / Shared Folder. The client can open this folder to view and download the files that have been shared with them; the client cannot rename, delete, or upload files to this folder. 

The client can also access the Documents folder via the mobile app. 

Client Access to the Vault

Clients can access the Vault through a similar process. Once they've logged in and completed the six-step data entry process, they can click on the folder icon in the upper right-hand corner to access the Vault:

Please Note:
  • Clients can download files you have loaded into the Shared Folder by clicking on the file name or the ellipses next to it.
  • Clients can rename, download, or delete any files they add.

Notifications

You and your clients can receive vault acticity notifications via email. Control the advisor notifications received by navigating to Advisor Portal > Bell Icon > Notification Settings. Vault-related updates can be sent immediately, or as part of the daily report email (sent once daily at 11:00 a.m. ET.)
Similarly, clients can control vault notifications by logging into their Client Portal and navigating to Gear Icon > Notifications.
The default vault notification setting for clients can be set at a global level in the Gear Icon > Client Settings > Notifications tab of your Advisor Portal. To read more about global client notification settings, click here.
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For additional assistance within RightCapital please contact our Support team.

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