Getting Started
Just joined us? Learn how to add documents, upload files and more.
8 articles
Written by Dylan Meyer-O'Brien
Creating A New Client Vault
How to add a new client to the BePrepared Business platform and create their vault.Written by Dylan Meyer-O'Brien. Updated over a week ago
Securely Access Your Clients' Vaults
How to safely locate and open your client's digital vault.Written by Dylan Meyer-O'Brien. Updated over a week ago
How to Securely Upload Documents to A Client's Account.
How to upload and add files or documents to your client's vault.Written by Dylan Meyer-O'Brien. Updated over a week ago
Add a Person to Your Client's Vault
How to add a person/recipient to your client's digital vault.Written by Dylan Meyer-O'Brien. Updated over a week ago
What is a Backup Recipient? (Default Executor)
Written by Dylan Meyer-O'Brien. Updated over a week ago
Assigning a Recipient as a Confidant
How to make a recipient in your clients vault a confidant.Written by Dylan Meyer-O'Brien. Updated over a week ago
Assigning a File to a Recipient
How to assign a file to your client's recipient, to be received after death.Written by Dylan Meyer-O'Brien. Updated over a week ago
Creating a Folder in Your Clients Vault
How to create folders in your clients' vault for easy storage, assignment and organisation.Written by Dylan Meyer-O'Brien. Updated over a week ago