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Getting Started

Getting Started

Just joined us? Learn how to add documents, upload files and more.

8 articles
Dylan Meyer-O'Brien avatar
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.
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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.
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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.
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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.
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Written by Dylan Meyer-O'Brien. Updated over a week ago

What is a Backup Recipient? (Default Executor)

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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.
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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.
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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.
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Written by Dylan Meyer-O'Brien. Updated over a week ago
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