Vault - InvestGlass Document Repository
The Vault - Document Repository is a fantastic place to store your documents. The document repository allows to store documents onto Documents, Contacts, Transactions, Call Reports. Document Vault is available on the Advisor plans.
Who has access to the Repository?
Any users with an Advisor plan can upload a document. From their portal, clients can also view documents from the Document page located in the navigation menu.
How do I access my Vault Document Repository?
You can access your Documents Vault simply go to My Account, then Company and then search in the left menu for the Global Vault
Then you can filter those documents thanks to powerful filters.
Adding a document to your Repository
Link document to a Client
Then you will find documents in the Vault tab.
Link document to a Call Report
Link document to a research
Go to My Account, Company, Documents, Click on new Document then simply change the source to Upload File.
Client visibility and Digital signature
You can share those documents into the Client Portal. Simply click on Contact Visibility - and select Visible mode. Document Approval process is just for information.
Client can download documents from their portal.
If you request :
- Admin access to Document Approval
- Client notification when new document is shared
- Digital signature
- "One time password" validation
Please contact us via email contact@ investglass.com.