RightCapital's Vault storage provides you and your clients with an easily accessible, highly secure location to share documents and other files, directly within a client's financial plan. Within each plan, the client vault can be accessed via the Folder icon in the upper right corner:
To view a preview of a file within the vault, simply click on the file name. This will cause a preview screen to appear, allowing you to view the file without having to download it. If there are multiple files within the folder you are viewing, you can toggle through those files using the arrows on either side of the preview:
You can also download files directly from the preview screen, using the Download button in the upper right of the preview. To leave the preview screen, click the 'x' icon in the upper right corner.
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