How To Use Evault

Transcription

1 An introductory guide to online storage and collaboration Welcome to evault! Lincoln Financial Advisors has partnered with Egnyte, Inc. to offer a secure online, collaboration service called evault. This service allows your financial planner to collaborate efficiently with you and provides secure, anytime access to your financial information. evault features dependable enterprise class data security, access controls, and performance. Working as a virtual Internet hard disk, evault offers extensive file sharing and collaboration capabilities, allowing users to securely share files with co-workers, customers, and business partners. Document Outline Getting Started Getting Started Basic Operations Collaborating You received an evault agreement from your financial planner, now what? Please read, sign, and return the completed agreement to gain access. If you haven t received this agreement or you have questions, please contact your financial planner. Secure For your protection, the evault invitation will be sent though Lincoln s certified registered envelope service by Cisco. When you receive a secure message from Lincoln Financial Group, it will appear in your mailbox like any other . However, if you re a 1 st time user of our secure system, you ll need to register your account and establish a password. Please follow the directions carefully to establish your secure access. Once you have submitted your registration, you will receive an activation . To activate your account, open the message and click the link titled Click here to activate this account. Your browser will open and you will receive a message stating your e- mail address has been confirmed. Having trouble? Click here for access to our step-by-step guide on secure registration. If you need further assistance, you may contact Cisco s Technical Support at Please note, this line is designated for secure support only, they cannot assist you with questions concerning evault.

2 evault Invitation Now that you ve opened the secure message, your evault invitation is displayed. We have provided an example for you below. From: To: You Subject: Your Lincoln evault Login Information Welcome to Lincoln Financial evault! A client account on Lincoln's evault has been established for you, we have confirmed your signed agreement. For initial access, a temporary password has been included in this . Upon login, a wizard will guide you through your account setup and creation of a personalized password. evault service allows you and your financial planner to collaborate more efficiently, by providing secure anytime access to your financial information. Each time a document is securely stored within evault, you will receive notification. You can access this information twenty-four hours a day, seven days a week from anywhere. Working as a virtual Internet hard disk, evault offers extensive file sharing and collaborative capabilities. This allows you to securely share files with your financial planner and other parties involved in your financial planning process. If you need assistance, we suggest you check our help section from within evault or contact your Lincoln Financial Representative. Thank You, The evault Administrator Lincoln Financial Advisors Please login with the information below: Website: Username: (is displayed here) Temporary Password: (is displayed here) Accessing evault You are now ready to use evault! Open your web browser and navigate to our evault website Forgotten credentials? Select the Forgot username or password? link to have them ed to you.

3 Basic Operations In this section we ll cover basic features, navigation, and operations of evault. evault Views You can select from one of two views to streamline your online experience. While in classic view, an orange bar will appear that says Switch to the new look, located near the bottom-center of your window. If you click this option, you will toggle from classic view to our new view. To return to classic view, click on the menu arrow next to your name in the upper right corner of the screen and select Switch to Classic View. If you return to classic view, the orange bar will again appear at the bottom of your browser providing you the option to switch again in the future. Switching to new view Switching to classic view New view Classic view

4 Classic View-Navigation The classic view is divided into three distinct areas: navigation, details, and actions. The navigation pane is used to maneuver through your folder hierarchy. As you navigate, the details pane will illustrate files, folders, and other relevant information based on your location. Use the details pane to select files and/or folders and then use the action bar to trigger changes upon the selected items. The action bar is also used to create new folders, tag files, and perform basic file operations. Classic View-Uploading To upload files, select the folder location and click Upload from the action bar. Click the browse button to access your local storage system for files you want to upload. The files will automatically upload to the specified folder inside evault. If you re uploading many files at once or larger files, use the Java or FTP upload methods for improved speed and reliability. To activate, click the corresponding method at the bottom of the single file upload dialog box. As new files are added, evault notifies everyone having access to those files. You can adjust how often you receive these notifications from within your account s settings.

5 Classic View-Downloading To download files and/or entire folders, place a checkmark on the items you want to download. From the details pane, select Download from the action bar to initiate a download. New View-Navigation When you login, you re taken directly to your personalized folders. From here, navigate through your list of files and folders by selecting them with the mouse.

6 New View-Basic Operations You can view file and/or folder options and perform basic operations by clicking the options icon located on the right side of each item. Did you know? You can create and review notes by clicking the N icon. You may also review file version information by clicking the V icon. New View-Uploading To upload files, navigate to the folder location and click the Upload button. Browse your local storage for files you wish to upload. The files will automatically upload to the specified folder in evault.

7 If you re uploading multiple files at once or larger files, select the bulk upload option for improved speed and reliability. As new files are added, evault notifies everyone having access to those files. You can adjust how often you receive notifications from within the accounts settings section of your account. New View-Downloading To download a single file, click on the file name and the download will begin. To download multiple files, hold down the CTRL key and select each file with the mouse. Once selected, use the download button to initiate the download. To download an entire folder, click the options icon and then download.

8 Collaboration Lincoln Financial evault In this section we ll cover basic sharing and collaborating features. Classic View-Sharing To share files and/or entire folders, select the items you want to share by placing a checkmark in the box. Now select Send from the action bar. Sharing files and/or entire folders provides two security methods. We recommend using the protected link for added security. Input the recipient s address, a message, and additional sharing options if needed.

9 New View-Sharing To share a single file, select the options icon and share. We recommend you use the link option for added security. To share multiple files, hold down the CTRL key and select each file with the mouse. Once selected, use the Link or Attachment button on the right side of your window to initiate the share. To share an entire folder, navigate into the folder and select the folder icon on the right side. Now select Share Link from the menu to initiate the share.

10 File Change Notifications As new files are added or as existing files change, Egnyte notifies everyone having access to those files. You can adjust how often you receive notification from within the Account Settings section of your account. File Versions evault maintains file versions when changes occur, so you don t have to rename files to track versions. If you download files using a browser and make changes on your desktop, you can upload the file into the same folder without having to change the file name. A new version will be created upon the upload. To view file versions, select the + sign to the left and all older versions will appear. Searching Files You can easily search for files stored in your account by using the built-in search function. This requires browser access to your account. Once you login, simply type in a keyword occurring in the file name or within the file and initiate the search.

11 Additional Resources We have several resources available to you. Access our online training videos, documents, and resources from either view illustrated below. Your Lincoln Financial professional is also available to answer any additional questions you may have. Classic view New view