Uploading Files to Document Vault

Blueleaf offers a document vault that both clients and advisors can access. The advisor or client can upload files to the Document vault securely to share sensitive files or information. 

Advisor POV only:

1. Advisors can upload documents to their client Document Vault in their client portal from the advisor dashboard by clicking on the "Documents" page in the upper right hand corner. 

2. After clicking this button, there will be a list of folders. Including one for each client profile. Advisors can upload files into the client's document vault by clicking on the client's name then dragging and dropping any file into the folder. You can also create new folders or sub-folders by clicking the "New+" button. 

Advisor and Client POV (Clients skip to Step #2):

1. Advisors or clients can upload files to the client's document vault in the client's portal. Advisor should search for the client on the advisor dashboard then click to go to the client portal. 

2. Advisors or clients will be able to access the client's document vault by clicking on the "Documents" page located on the left-hand side of the screen. 

3. Drag and drop any file into the list or the desired folder. You can also Click "New+" -> "File Upload"

Please reach out to vipsupport@blueleaf.com with any questions about document uploads. Feel free to check out video tutorials on the advisor and client experiences below!