TABLE OF CONTENTS
Manually Create Vaults
Step 1: Go to your Vault List on the main menu and click 'Add New'
- 'Add New' is located in the top-right corner.
Step 2: Choose the type of Vault
You can choose to create a vault for an Individual, a Household or an Organization. Select your preference.
Step 3: Add the information required
- Vault name (Household / Organization). This name will be displayed on the vault list.
- First Name, Last Name, and Email Address / or primary contact. This name will be displayed on the vault list.
- Pick the Entity (Individual / Organization)
- Add Reference number (If applicable)
- Select the Package. Learn more here.
- Select Folder Structure Template (folder structure)
- Select the Language
Vault name: can be edited at any time on the "Detail" page. It will be use on some email notifications like invitation to collaborate inside the vault. The unique inbound email will use the vault name to define the first part of the inbound email address and the main entity.
The First Name & Last Name: can be edited at any time on the "Detail" page. The First Name and Last Name set at the moment of the creation will be used to define the first part of the inbound email address and the first entity name. For example, if the name is Charles X Smith, the inbound email address will be charlesx.smith.RANDONNUMBER@futurevault.com, and the Entity Name will be Charles X Smith.
Email Address: This email will be associated with the Vault and will serve as your client's login email to access their Vault. You can edit this email when the status of the Vault is “Created” or “Invited.” Once the Vault is activated, it cannot be modified. Each Vault must have a unique email address and cannot be associated with an administrator account on the same portal.
NOTE: If your system has a Single Sing-On integration (i.e. with Active Directory / D1G1T) please use the same email address that was used to set up the client in that platform.
Entity (Individual / Organization): Use the dropdown to select the options.
Reference Number: unique ID or identifier that allows mapping of documents during bulk uploads.
Package: Choose the package you would like this client to have. The package will define which folder types are available (Essential / Premium), including the number of entities and storage capacity. These packages are defined during the contract.
Taxonomy Template: You may have the ability to create multiple Taxonomy Templates. If you have this tool enabled, you can choose the different folder structures here.
Language: The Vault's default language will be the language of the email notifications.
Step 4: Send activation email
- If you would like to send the activation email right away, click the box next to "Send Activation Email". This email will include an Activation button that the client must click to access the login page. From there, the client will use the credentials on the email; the platform will request them to change the password and accept the Terms of Services.
- If you want to pre-populate the Vault before letting your client know about their Vault, just leave the box unchecked.
- Don't send an activation email if your client will use SSO to access the system.
Once the Vault is ready, you can send the activation email from your Client / Vault List and on the "See Details" page under “Actions.” Learn more about sending the activation email.
Step 5: Click Save
Bulk Creations of Vaults
If you have more than 50 Vaults to create. Please contact support - support@futurevaultinc.com or call your Customer Success team to talk more about how we can help you to Bulk create all your Vaults and even your team.
Creation of a Vault using Integrations
We have integrations that will automatically create your Vaults. Please reach out to your Customer Success Team for more information.