Welcome to the Client Vault Help Desk

On this page you will find answers to frequently asked questions, how-to videos and the ability to lodge a support ticket as well as provide feedback.

Frequently Asked Questions

How-to videos

Submit a support ticket

Frequently Asked Questions

 

What type of files can I store in my vault?

You can store pretty much any type of file which is readable by a computer or mobile device. However, typically you would store PDF documents, Office Documents, Images and videos which are relevant to your vault.

Is there anything I shouldn't store in my vault?

Like anything related to technology, and despite the level of security which exists on the Moneyplanners vault, there are certain things we do not support storing on your vault….notably bank account passwords and credit card details and access details to other important sites (e.g. Paypal.). If you do choose to store this type of data in your vault, we reserve the right to remove this information from your vault. We also expressly forbid the storage of obscene or objectionable material including but is not limited to any form of pornography.

How do I access my vault?

You can access your vault by clicking on the following link: https://moneyplanners.co.nz/vault

Who has access to my vault?

The only people who have access to your vault are you (and your partner if you’ve designated a partner), anyone who you have given access to, Miles Flower and the Vault administrator (David Yates)

How-To Videos

These videos were created by the service on which the Moneyplanners Client vault is built. Feel free to submit a ticket or give us a call if what you are unable to work out how to do something with your vault..

Scan and Email Files

Moving Files Between Folders

Create a folder

Upload Files

Share a folder

Share a File

Log a support Ticket

If you are unable to find an answer to your question or you would like to suggest an enhancement to the vault service, please use this form to lodge a support ticket.

Submit a Ticket (Client Vault)

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