Click on the Files Tab on any View Client Screen

Topic Overview

Caution: When you upload files, especially reports, be sure you view the reports and files before uploading to verify that the files are the correct files and that the reports have the information on them that you expect.

There are different ways to add files to AdvisorVault.  The method to use depends on the file being added.

•Burst Reports that automatically go into the clients' vaults are added from the AdvisorVault icon on the Sidebar Menu.

•A file stored on your local or network Windows file system can be added by using the Add Button on View Client With Files.

•A file stored on your local file system and associated with the contact being viewed can be added by right clicking on the file.  This does not include files stored in any document storage systems.  For more information on associating files with a contact in Advisors Assistant, please click HERE.

Files stored in the cloud or on file management systems cannot be sent directly to AdvisorVault.  You must first save those files to your local file system and then they can be copied up to AdvisorVault.

Copying Files To AdvisorVault Stored On Local & Network Drives

This section refers to files stored on your local computer or your local network.  They don't have to be associated with a contact name or listed on the View Client With Files.

To send a file to AdvisorVault which is not associated with a contact's name (In you list of files on the View Client With Files Screen,) just follow these steps:

Step 1: Navigate to the View Client With Files Screen

Go to the View Client With Files Screen for the client or contact whose vault to which you want to add the file.

Step 2: Click on the AdvisorVault Perspective.

Wait while Advisors Assistant retrieves your folder and file list.

Step 3: Click on the Add Action Button

Use this button when the file is not on your associated files list, but it is available on your local workstation or local network.

Step 4: Choose the File To Send To AdvisorVault

This is just the standard Windows file picker.

Step 5: Choose the AdvisorVault Folder to which you want to send the file.

Advisors Assistant will display the folder list for the client being viewed.  You can then click on the folder to which you wish to send the file or use the New Folder Button to create a new folder in AdvisorVault.

When you click OK, Advisors Assistant will copy the file to Advisors Assistant and then display the file.

When you add a new folder, it is recorded in the client's file history.

Copying Associated Files Under View Client With Files Tab

Associated files are those that reside on your local file system.  They do not include files stored on document management systems.

Copying an associated file is easier than copying other files because Advisors Assistant already knows where the file is stored, so you don't have to navigate to it.

Step 1: In Advisors Assistant, Navigate To The Contact Name

Choose the contact name in Advisors Assistant that has the vault to which you wish to send the file.

Step 2: Click on the Files Tab

Step  3: Click on Perspective Listing The File

You need to have the associated file on the list of files so you can right click on it.

Step 4: Right Click on the File

Right Click on the file you want to send to AdvisorVault to bring up the right click Menu.

Step 5: Choose Copy To AdvisorVault

Choose the AdvisorVault function from the Menu.

Step 6: Choose the Folder In AdvisorVault

This is the same as Step 5 under Copying Files To AdvisorVault Stored On Local & Network Drives.

See Also

AdvisorVault Overview

Single Sign On To Your Advisor Vault

AdvisorVault Web Site

Bursting Reports Into Individual PDF Files

Using AdvisorVault From Inside Advisors Assistant

Creating Individual Client Vaults From Inside Advisors Assistant

Using Selection Reports To Create Multiple Client Vaults At The Same Time

Adding A File To AdvisorVault

Uploading Burst PDF Reports To Clients' Vaults

Viewing Files Stored In AdvisorVault From Inside Advisors Assistant

Keeping Advisors Assistant and AdvisorVault Synchronized