Vault Storage

The Vault is a secure and accessible location to share relevant information with your clients. The Vault is another built-in feature that elevates your advising and launches your practice into the future.

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.

Tip

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.

4

Click Add to Vault to add the files:

Files will upload promptly; you will be able to see the upload progress. Once complete, the files will be accessible to the client on their Vault.

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.

Tip

To move a file out of a folder, click on it and drag-and-drop it to the appropriate folder in the folder path above:

3

Click on the folder to see the file within that folder:

• A folder path appears above the file list in the Vault to help navigate

• Create nested folders by adding a new folder within an existing folder, or by dragging and dropping one folder into another.

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.

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:

The client will see the same Vault interface as you.

• They can download any files you have loaded into the Shared Folder by clicking on the file name or the ellipses next to it.

• They cannot rename or delete files you loaded to the shared folder. They can rename, download, or delete any files they add.

• You can sort information in the Vault by file name or date added by clicking on the column name once to sort lowest to highest and clicking on it again to sort highest to lowest. Folders will always display before files; both folders and files will be sorted by the column selected.

Advisor Portal Vault

You can access the Advisor Portal vault by clicking on the folder icon on the top right-hand side of the Advisor Portal.

There are two tabs within the Advisor Portal Vault: Vault and Shared Documents.

Vault

The Vault tab displays a few statistics about each client's vault usage, such as the # of Files, the Last File Client Uploaded date, and the Last File Client Downloaded date. (The last File Client Downloaded date will be tracked as of today).

This tab is a centralized location to quickly access the shared folder for individual clients without opening the plan. Advisors can view, rename, upload, download, delete files, and create folders directly from the Vault tab. 

The Vault can be filtered to view specific client groups and sorted by the Client Name and # of Files.

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.