How to upload information easily
Updated: Jul 14
As digital technology has improved, users have migrated from physical cabinet storage to hard drives and now cloud-based storage systems. Many options exist and it can be challenging to determine what type of cloud storage is right for you.
At the end of this article, you see why vaultbox secure cloud storage, financial and legacy planning platform is best for you.
Why upload information with vaultbox?
vaultbox allows you to organise and protect all your financial information in one place - from keeping track of your net worth to storing all your personal information including assets/liabilities, supporting documents (such as wills, life insurance policies, medical records, title deeds, identification documents), and key contact information in a bank-grade digital safe.
One unique feature that differentiates vaultbox from other products is the capability of users to link assets, liabilities, documents, and contacts to get a complete picture of the information. This eliminates fragmented files in different folders without any linkages and connections to one another.
We take security seriously
Your data is encrypted on your browser before being uploaded to your registry. No one at vaultbox can decrypt your data and the vaultbox admin has zero access to the data you have saved in your vault. We cannot see what you have stored and no third parties are able to see what you have stored without your pre-authorisation. Your key documents are safely kept in our AWS cloud servers in Singapore, and you're in control of who you want to give access.
Upload assets and liabilities using a simple Excel spreadsheet
Entering multiple assets and liabilities into a new system can be intimidating, so we created an easy-to-use Excel template. From the "Registry Page" within vaultbox, simply click the “Import” button on the top right-hand corner and select “From Excel” and download the template. The template contains multiple tabs, each corresponds to a type of asset or liability. Each tab (eg. Cash), contains predefined fields with sample information so that you know the kind of information that you need to enter. Of course, before you upload the file, be sure to remove the sample information provided, as well as any irrelevant tabs. Once you have uploaded the excel file onto vaultbox, your assets and liabilities will be instantly reflected.
Ease of uploading documents
Seamlessly organise files and folders with vaultbox. For your convenience, vaultbox already includes predefined folders for the organisation of your documents, but you can still create, modify and delete folders to best suits your needs. The folder organisation also allows you to look through the number of folders and files that are contained in a particular folder. In addition, you can use tags to identify the relationship between entries and make retrieval easier. For example, while uploading an insurance policy, you can link the document with the contact details of the insurance agent and the insurance as an asset item in the Registry. Therefore, whenever you open the insurance asset or the contact of the insurance policy in vaultbox, you would be able to see the linkage to related information.
Uploading your key contacts
When it comes to uploading contact information, users have several options. Firstly, using our simple navigation fields, you can manually insert your contacts and enter the necessary details you want to upload. Mandatory fields are marked with an asterisk (*). Secondly, you may choose to upload your contacts using an excel spreadsheet. To do that, simply click the “Import” button on the top right-hand corner and select “From Excel”. You need to download the excel template before entering the contact information. The template provides you with sample information, but that will need to be deleted to avoid confusion with your contact information. Organisation or company contacts can be entered in the 2nd tab in the spreadsheet. To upload, simply drag the populated excel template into the upload area. And lastly, you may choose to upload vcard (.vcf file) using the same “Import” button.
Now that you have learned how to upload contacts, documents and multiple assets/liabilities, we hope that you found vaultbox intuitive, easy-to-use - and most importantly - beneficial for your financial and legacy planning.
What is vaultbox?
Having a safe and easily accessible platform for all your important information has never been more important and vaultbox can solve some of your issues, if not all!
vaultbox provides a digital solution for financial and legacy planning. We strive to help you manage and protect everything that matters in one place. vaultbox also ensures that your data is secure and private, so private that even we do not have access to the data you have stored on your vaultbox. However, if you want, you can choose your family members, friends or appoint selected professional deputies to have access to your vaultbox account.
Try vaultbox now for free with a 30-day trial.