Today I am going to show you how to assign a document to a person inside your client’s vault. This action will ensure your client’s documents and data will be securely accessible by the correct people only once your client dies.

We want to start inside our client’s vault on the Storage Page.

Click on the file you wish to assign to open our quick preview window.

Above the file title, we can see two buttons, ‘Edit’ and ‘delete’. Today we will be using ‘Edit’. Let’s select that.

We can see three fields listed:

  1. File Details

  2. Assign To; and

  3. Location.

Select ‘2 Assign To’.

In this window, we can see all people and groups which already exist in your client's vault. Select the people who want to assign the file to, and then select the ‘Update’ button in the bottom right-hand corner.

This may take a moment whilst files are securely updated.

And that’s it, you can now give your clients' peace of mind knowing that their important documents will be assigned to the people that matter.

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