Getting Started

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

7 articles in this collection
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

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