How to upload your clients documents on LegalVault

How to upload your client's documents to LegalVault

LegalVault allows for documents to be stored in 2 locations depending on if the documents are Advance Directives or Legal/Financial documents.

If they are Advance Directives:
  1. Login to your Site Manager account here
  2. Go to your clients "Documents and Data" section by clicking the Page Icon 
  3. Click on the "Medical" tab and upload files via the "Upload Documents" section




If they are Legal/Financial Documents:
  1. Login to your Site Manager account here
  2. Go to your clients "Documents and Data" section by clicking the Page Icon 
  3. Click on the "Legal / Financial" tab and upload files via the "Upload Documents" section
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