In this video, we will walk you through how to send your client an invitation to the Voyant document Vault and how to access their documents after they have uploaded them.
Transcript
In this video, I’ll walk you through how to give your clients access to the Voyant Document Vault.
The Vault is a secure tool that allows advisors and clients to share confidential documents.
Step 1: Licensing
To use the Vault, you’ll need Vault licenses.
If you don’t already have them, please reach out to support@planwithvoyant.com to purchase.
Step 2: Sending an Invitation
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Open your client’s plan.
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Click on their name in the top-right corner.
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Select Invite Client.
At this stage, you can choose to:
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Invite them to ClientGo (where they can enter information and view their plan),
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Invite them to the Vault,
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Or give them access to both.
In this example, I’ll demonstrate sending Vault access only.
Enter the client’s email address, click Next, then add their phone number.
The country code will pre-populate automatically. (Here I’m using a U.S. number.)
Click Done to send the invitation.
Step 3: Client Setup
Your client will receive an invitation email that tells them they’ve been invited to access the Vault and who sent the invitation.
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They click the link to set up their account.
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They will receive a PIN via text message to the phone number provided.
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After entering the PIN, they create a custom username and password.
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An activation email is then sent to confirm their account.
Once activated, the client signs in, accepts the terms of service, and will see the products they’ve been given access to. If both ClientGo and the Vault are enabled, both options will appear.
Step 4: Using the Vault
The Vault interface is simple:
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Clients can add files by double-clicking, browsing their computer, and uploading.
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Accepted file types are listed for convenience.
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Once uploaded, files are securely stored and accessible to both advisor and client.
On your side, you’ll see any uploaded files by:
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Opening the client’s plan.
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Selecting the Document Vault under their profile.
Wrapping Up
That’s how to set up and use the Voyant Document Vault for secure document sharing with clients.
If you need assistance, please reach out to us at support@planwithvoyant.com.
We’ll be happy to help.