Sometimes when using your vault, you may wish to share a file or folder with your advisor.
Depending on how your vault is set up, this can be done in a few ways.
If your provider has already created a shared folder
Often times your advisor may have already created a folder that is shared with them.
As seen in the above image, there is already a folder called 'Shared with Amazing Law'.
This is a special folder that has been set up that your advisor has access to.
If this folder exists, you can simply click on it (to open the folder).
Once inside, any files or data added will be visible to your advisor.
Create your own folder to share with an advisor
If you advisor has not created a folder like this for you, you can do so yourself.
Go to the 'Add New' button (1.) and click folder (2).
Give your folder a name that is easily recognisable, so you know anything added to this folder will be shared.
Click on 'Create Folder'.
Once your folder has been created, click on it as shown (1.)
and then click on 'Access and Legacy Details' (2).
Find your advisor's name, and then click the toggle for 'Access Now'.
This will provide access to the folder and it's contents to your advisor going forward.
You can now add files and data to be shared securely with your advisor.
Share Individual Items
If you do not wish to share folders, but instead share individual files, you can do so too.
Simply follow the instructions as above, except click on a file, instead of a folder.