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thaddeus-nicoli

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  1. Welcome to A better way to store your important documents. LegalVault is a powerful document solution that allows you to store all your important documents online, where they can be accessed 24 hours a day from anywhere in the world. LegalVault protects your documents from unauthorized parties with 128bit encryption, the highest level of security currently available.

  2. That means you can create folders… and folders within folders… and folders within folders within folders… and so on. LegalVault lets you file the documents in your Vault just as you would with the files on your Windows desktop.

  3. The LegalVault Website (www.LegalVault.com) The LegalVault File Manager LegalVault has two components:

  4. From the LegalVault Website you can • View the documents in your Vault from any computer with Internet access. • Create folders to organize your documents.

  5. When you are not connected to the Internet, you can access and organize your documents using the LegalVault File Manager. The File Manager automatically synchronizes your filing structure when connected to the Web, so your file structure will always be consistent.

  6. Submitting Documents toLegalVault

  7. There are three ways to submit a document to LegalVault: 1) Electronically from the LegalVault Website 2) By Fax 3) By Scanner

  8. From the LegalVault Website you can save documents directly from your hard drive to your LegalVault account. LegalVault allows you to save a wide variety of document types, including • Word • WordPerfect • Excel • TIFF • PDF Documents are rendered in an unalterable format that is legally authentic.

  9. To submit documents over the Internet, logon to your LegalVault account at www.legalvault.com

  10. From the Document tab, click “File New.”

  11. Click Attach

  12. Enter the name of the document as you would like it to appear in LegalVault. Your document does not have to have the same name as the file you are submitting.

  13. In the File 1 textbox, click the "Browse" button and select the file you would like to be saved in LegalVault. You can attach additional files in the subsequent textboxes. All files you attach will appear as one Document in LegalVault. Click “Send Attachments” and your document will be saved.

  14. Documents can be submitted to LegalVault by fax.

  15. To send a document by fax, print a LegalVault barcode fax coversheet and fax it to the LegalVault fax server. The barcode on your coversheet routes your documents to your LegalVault account.

  16. LegalVault also allows you to save documents using a scanner. The LegalVault File Manager works with your scanner to route the document image to your account.

  17. Organizing and Filing Documentson the Web

  18. Go to www.legalvault.com and login to your LegalVault account using your Login Name and Password. Click on “Documents” and choose “Index” from the dropdown menu.

  19. LegalVault will list all of the documents that have been saved, but not indexed. To view a document, click on the magnifying glass next to the document you would like to view. The document will be displayed in a new window.

  20. To index a document, click on the “Index” icon next to the document you would like to index.

  21. The Index Wizard will walk you through filing your documents. Choose the existing folder in which you would like to index the document.

  22. If you would like to create a new folder, enter the name of the new folder in the “Create a new folder” field. Click “Next” when done.

  23. To index the document selected in the previous screen, choose “Index document here” and enter the name you would like the file to be stored as. Click “Finish”to index the document

  24. To create a new subfolder, choose “Create a new subfolder” and enter the name of the new folder. Click “Next” and the subfolder will be created.

  25. To index the document in a subfolder, choose from the list of existing subfolders and click “Next.”

  26. Organizing and Filing Documents with the LegalVault File Manager

  27. Enter your “Login Name” and “Password.” Click “Login.” Open the LegalVault File Manager on your PC.

  28. If new documents have been submitted to LegalVault that have not been filed since the last time you logged in, the File Manager will ask if you would like to download these new documents so you can begin filing them. Click “Yes” to download the documents now. This will require an Internet connection. Click “No,” to download the documents at a later time.

  29. Two windows will appear on your screen, the File Manger window and the ImageView window.

  30. The File Manager window displays the file structure of your documents. From here, you can navigate through your folders until you have located the document you would like to view.

  31. The ImageView window displays the document you have selected.

  32. LegalVault automatically keeps track of your documents by the date they were saved. This provides you a means to search for the documents you have saved into LegalVaulteven if you haven’t had time to file them yet. Before filing a document, you must first locate it by date on the LegalVault server. From the File Manger window, choose “Download Vault Document” from the “Download” menu.

  33. Enter the earliest date in the “From” field. Enter the latest date in the “To” field. Click the “Download” button to begin search To list the documents saved on one specific date, enter the same date in both the “From” and “To” fields. The dates you enter must be in the eight-digit (MM/DD/YYYY) format. For example, April 6, 2002 should be entered 04/06/2002.

  34. Double click the document you would like to view Your document will be displayed in the ImageMate window File Manager will display a list of the documents matching your criteria in the right-hand side of the window.

  35. File the document by dragging and dropping it from the list of search results to the location in your file structure where you would like the document to be stored. Enter the document name and click “OK.” The name you apply to your document will be the name it is listed as within your filing structure

  36. Choose the location for the new folder. Enter the name for the new folder. Click the “Create” button to create the new folder. To create a new folder, right click the Vault icon in the File Manger window and choose “New Folder.” The New Folder window will appear.

  37. LegalVault’s document viewing software allows you to make annotations on documents to highlight important parts or make notes.

  38. The Redaction feature allows you to block out portions of the document.

  39. The Highlighter tool allows you to highlight important portions of the document just as you would with a highlighter pen.

  40. The text tool allows you to attach text notes to your document. If you type the same text message multiple times, the Text Stamp tool allows you to create a duplicate text message and attach it without having to retype it. The Rubber Stamp tool allows you to insert image files, which can serve as rubber stamps such as Viewed, Filed, Copy, etc.

  41. Synchronizing YourFile Structure

  42. The LegalVault File Manager automatically synchronizes your filing structure when connected to the Web, so your file structure will always be consistent. To synchronize your filing structure, choose “Synchronize Structure” from the “Tools” menu of the File Manager.

  43. Click “Yes” to confirm that you would like your file structure synchronized on the Web.

  44. The next time you login to your LegalVault account online, the file structure you created using the File Manager will be synchronized with the file structure on the Web.

  45. Welcome to A better way to store your important documents.