Using the Digital Inheritance Vault

The Safe4 Digital Inheritance Vault has been designed to be very simple to use. Your first action will be to receive an email inviting you to register as a user:

Responding to an invitation: After clicking on the link above (Click Here to accept the invitation) you will be requested to enter your user details to create your account:

 

This page offers the options of creating a new account or using an existing account. As a new user you will complete the panel on the left-hand side of this page.

Username:  Your username must be unique, and it is important to remember it as it is never displayed within Safe4 for security reasons. If your username is forgotten, it can be recovered by emailing [email protected]. Most browsers will allow the username and password to be saved; this should only be done if the computer being used to access Safe4 is always under the total control of the authorised user. For subsequent logins, the username is not case sensitive.

Password:  The Safe4 password must be 6 characters or more, and can contain any combination of alpha and numeric characters. Passwords are case sensitive. You are required to choose a password that contains a combination of upper and lower case alpha characters, as well as numeric digits and special characters such as punctuation marks.

Safe4 applies a Password Strength Checker, which will require you to select a password that is sufficiently strong to reduce the risk of unauthorised intrusion. The button will change colour as you enter your password. A password strength of weak or better will be accepted, but you are encouraged to create one that turns the button green.

Logging In and Out:  When accessing the Safe4 system, enter the following URL into your web browser:

https://www.safe-4.com/login

This will bring up the standard login screen:

Please note that your provider may have given you an alternative URL, which contains the branding specific to that provider. This will bring up the same screen, but with different branding:

If you have forgotten your password, the “Forgot your Password?” link on the login page can be used. The system will send you a temporary password, and will prompt you to set up a new permanent password when you login.

PIN (Personal Identification Number):  Use of a PIN to enter Safe4 will be required if:

• The provider who issued the invitation has made either the provider account or any of the vaults it contains PIN-protected;
• You have elected to use a PIN through your My Account settings.

If it is necessary to enter a PIN to access Safe4, after entering your username and password the following screen will be displayed:

The Home Page and Vaults:  After logging in, the first page displayed is known as your “Home Page”:

 

Viewing Documents:  To view or open a file shown within a folder, click on the filename itself. This will cause Safe4 to present the chosen file in a new tab within the web browser, or alternatively to download the file for viewing within the mother application. For image files (such as .PDF, .JPG, .TIF, etc) the file will be opened and shown in a separate tab inside the same browser window. For non-image files such as Microsoft Office documents, depending on the web browser being used and the settings that have been chosen for that browser, you may be offered the option to open or save the file.

In the example below, the user wishes to view the file “My Will.pdf”:

 

After clicking on the filename, the file will be presented as an additional tab in the browser.

Uploading Documents:  If you have been granted permission to upload documents into the Safe4 vault, an orange “Upload” button will be shown at the top right of the files pane:

 

The folder which is to contain the file should be selected, as shown in the example above. The uploaded file(s) will be placed into the “Copy of Signed Will” folder.

After clicking the “Upload” button, you will be prompted to select the file(s) for upload: