• Go to the Category you want.
• Select the ‘+’ sign.
• Input details in any/all Fields.
• Select the SAVE button.

• Navigate to your required Record. 
• Select the EDIT icon to Display all Fields.
• View and/or Update required Fields.
• Select the UPDATE button to close / save changes.

Note: Don’t worry if you cannot remember where you stored your information. Use the ‘Search’ feature (Magnifying Glass icon), enter a keyword and it will come up for you (i.e. passport, licence, dentist).

You can attach multiple files to any of your Records.

• Vaultsafe FREE plan – maximum size per upload is 5MB
• Vaultsafe PLATINUM plan – maximum size per upload is 50MB

In the ‘File’ Field in the Record Form, browse and select your desired file/s and select the SAVE or UPDATE button to attach these to your Record.

Return to Vaultsafe at anytime and select the Edit icon besides the required Record to view, download, share, rename or delete the file/s.

If you cannot remember where you stored your information, select the Magnifying glass icon.

Enter a Keyword into the Search field and select the Magnifying glass icon again to run a search. All Records that include your keyword will appear.

• You can download a copy of your records at any time.
• Run the ‘Export Records’ separately for each main Category.
• A copy of all your Records, stored within the selected Category, will immediately download on to your device in a single spreadsheet.
• Locate this .CSV file (normally situated in the ‘Downloads’ folder but may differ depending on your device and default setup).

NOTE! To Export all Records stored in the ‘Passwords’ Category, select the ‘Export Records’ button in the ‘Personal’ Category.  

IMPORTANT! To protect your information, it is highly recommended that you delete the .CSV file off your device as soon as possible after it has downloaded. If you intend to keep it, then find a way to Password protect it or Encrypt it.

• You can download your files at any time.
• Run the ‘Export Files’ separately for each main Category.
• A copy of all your uploaded files, stored within the selected Category, will download on to your device in a single .ZIP file.
• Locate this file (normally situated in the ‘Downloads’ folder but may differ depending on your device and default setup).
• Once located, open the file to extract/unzip it, and view all files within.

IMPORTANT! To protect your information, it is highly recommended that you delete these files off your device as soon as possible. If you intent to keep it then find a way to Password protect it or Encrypt it.

Sometimes you will notice that not all of your information is on display. This is because screen size limitations only allow you to see an average of 6 fields. To view all of your information (inc missing details) – select the blue EDIT icon on the left of your Record and it will open up to reveal all of your information.

NOTE! all File Uploads will be displayed at the bottom of the Edit window.

Tip 1: Share Files with others easily via a web link.

• Navigate to the desired Record that contains the file you wish to share.
• Select the EDIT icon to expand the full Record and locate the file you wish to share at the bottom of the window.
• Select the ‘Share’ icon to copy the link and share this with your Recipient/s who will be able to view this file directly in their browser (no need to download on their device). They will not have access to your Vaultsafe account which remains private.

To Change your Existing password:

• Select the ‘Edit Profile’ page located in the top right menu icon.
• Scroll down the page and select ‘Change Password’.
• Proceed to change your password.

If you forget your Password, you will not be able to sign in to your Vaultsafe and after three wrong attempts you will be locked out for up to an hour (this is to protect your account).

You can request a Password Reset by selecting ‘Lost Your Password?’ on the Vaultsafe ‘Sign in’ page.

The data you store in Vaultsafe is secure, and here are some practical ways for you to ensure the security of your information.

PROTECT:

• Never Sign in to Vaultsafe via an unsecured Network Connection.
• Use a strong Password at least 12 characters including Capitals, Numbers & special signs such as ? ; $ !
• Never allow your Browser to automatically save your Password.
• Change your Password regularly.
• Logout of your account when you have finished adding, viewing or updating your Records.

BACKUP:

• Periodically, export your Records & Files (see #5 and #6 above).
• Backup these files using your preferred backup system*
• Delete these files off your device when the backup has completed.

The best Backup systems should:

• Store the data offsite (not on the device you are backing up from).
• Send you confirmation after the backup has completed.
• Retain historic versions allowing you to restore data from an earlier date.

* We recommend Depositit Secure Data Backup who are providing Vaultsafe users with a 90 day free trial and special price thereafter to safeguard all your computer files.

You can also keep your computer protected against hacking, cyber threats, malware and ransomware with Depositit C360

To create an Email Reminder:

1.  Where you see a Field named ‘Schedule an Email Reminder’, Click on this.
2. Using the Calendar Widget, select the Date that you wish your email to be sent to you.
3. A button will now appear saying ‘ Email Reminder’, click on this.
4. A window will now open allowing you to create a Subject, a short message and to add any email addresses you’d like it to be sent to. 
5. IMPORTANT! ensure that the ‘Active/Inactive’ toggle is set ‘ON’. You can de-activate or amend at any time.
6. Click ‘SAVE’ to save this ‘Reminder’ and then SAVE the Record.