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  • 1. What is Virtual StrongBox? Views: 1931
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    Virtual StrongBox is a trusted and secure customer engagement platform that allows financial institutions and their customers to streamline the document storage and information transfer process. Created by a team of technology innovators with more than 175 combined years of finance industry experience it provides the peace-of-mind of a safe deposit box with the convenience of interacting instantly online. Major life events such as births, marriages, first mortgages, and wills have important do  More...
  • 2. Digital Accounts and Digital Asset policy Views: 1863
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    Virtual StrongBox Inc.’s Fiduciary Access to Digital Assets and Digital Accounts shall be governed by and construed and enforced in accordance with the House Bill 345 (passed by both the House and Senate on June 30, 2014) and the laws of the State of Delaware as now adopted or as may hereafter be adopted or amended, including any laws and statutes governing fiduciaries’ or non-account holders’ access to digital data, digital assets, digital accounts and/or digital information.   More...
  • 3. Types of documents that can be stored Views: 1793
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    Personal Documentation Real Estate and Personal Property Financial/Business Birth Certificate Marriage Certificate Copy of will Copy of passport Copy of College Diploma Copy of Professional License Copy of Seperation/Divorce Papers Copy of Social Security Card Copy of Health Information Military Records Life Insurance policies Disability Insurance policies Deeds, Titles, Insurance for Home Deeds, Titles, Insurance for other properties Deeds, Titles, Insurance for automobile(s) Copy of receipts  More...
  • 4. Security and privacy features Views: 1444
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    Some of the many security and privacy features of Virtual StrongBox include: Configured on dedicated, redundant storage devices in redundant datacenters rather than a less-secure, cloud-based model The datacenters have SSAE 16 certification, 24 hour monitoring to assure safety and continuous backup in case of power outages or physical disasters Files are protected with AES 256 bit encryption Files are encrypted in transit and at rest using patented technology Supports Perfect Forward Secrecy (PF  More...
  • 5. Exchange a file with a group of users Views: 1340
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    To exchange a file with a group: Locate the file you want to exchange with the group Click on the hamburger (dropdown) menu to the right of the file Click Exchange in the menu A window will appear to create the file exchange Enter a brief description of the file in the description text box - This step is optional There will be 2 recipient options in the recipient selection - Select Organizations and Select Groups Click on the Select Groups tab to see a ll the groups that you have the ability to   More...
  • 6. Why should I store my documents in Virtual StrongBox when other cloud storage providers offer more space? Views: 1279
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    Think of your favorite cloud storage provider (Dropbox, Google Drive, etc) as a garage. Sure, it holds a lot, and it is convenient - but is that a place where you would want to keep your most precious documents and important records? With Virtual Strongbox you get just enough storage for critical files which is backed by the promise of total information privacy. Only you can read and use the files you have stored in the system. Think of Virtual StrongBox as a safe - less capacity but more pea  More...
  • 7. Add a new user to my organization Views: 1265
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    The administrator must have the User Editor application role To add a new user: #Show Me How Login to VSB and click your name in the upper right corner of the window Click Administration from the drop down menu Select Users from the Administration Toolbar on the left side of the screen Click Add User and a User Profile window will appear to enter the user profile information There are two different ways to add a user - Full Add and Quick Add Full Add The administrator enters a system unique  More...
  • 8. Create a new folder Views: 1198
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    To create a new folder in your account: Select one of the 5 main folders to place the created folder If you have actions on the left navigation menu instead of folders click Files Click New Folder A Create New Folder window will appear Type the name of your new folder in the name your folder text box The folder names cannot contain special characters (@#$% *) Click the Create button when finished new folder
  • 9. Virtual StrongBox website Views: 1018
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    To view information and details about Virtual Strongbox visit: www.virtualstrongbox.com virtualstrongbox.com
  • 10. Exchange a file or folder with my service provider Views: 731
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    To exchange an item with your service provider: Locate the item you want to exchange Click on the hamburger menu to the right of the file Click Exchange A window will appear to create the exchange Enter a brief description of the file in the description text box - This step is optional Depending on your organization's settings the Create action will complete the exchange Depending on your organization's settings there may also be tabs where you will select the organization and/or groups,  More...