What is ShurVault and what can it do for me?

ShurVault is a software application that stores all of your family’s important financial and legal information in one safe place. You can even use it to store scanned documents or important computer files. Once you enter your important information ShurVault is password protected to keep your data protected.

What are ShurVault’s security features?

• Encrypted
• Password protected

How long does ShurVault keep and secure my information?

As long as your account is kept current in payment If there is a payment issue the account will be put on hold, but the information kept safe for 90 days and anytime during that 90 day period ShurVault will let you into your account to retrieve you files.

What does ShurVault do with my files if I opt to cancel my membership?

If you opt to cancel your membership the billing will stop and you will have 30 days to retrieve your information. After the thirty days the account will be closed and all files destroyed. --Any fees already paid will not be refunded. ShurVault has a no prorate policy.

How do I add information into ShurVault?

It's simple. Just log in and then use the use the buttons in the Navigation Bar on the left hand side of the screen to find the information category you want to add information to. There are several predefined categories for information storage and retrieval in ShurVault as shown below. Once you select one of the information storage categories you are next presented with a list of options within that category to select from. If for example you select the advisors category you are then presented with the following list to select what type advisor you want to add information about.

What type of documents can I store in ShurVault?

We recommend about thirty different documents, but you can scan and upload any document and place it under the category "Other".

How much storage space is available for information and documents?

1 GB

How do I log into my account?

You can login into your account from your computer or any computer available to you by going to www.shurvault.com in the upper right hand corner of the opening page you will see customer login. Click and enter your username and password.

Can I access my information from any computer anywhere in the world?

Yes you can. Note next question.

How do I edit my information?

Once data has been entered, it can be easily changed. Just click on the Edit link in the grid to select the record to be changed. The data for the record will be displayed in the dialog box. Simply select the data to be changed, enter the new data, click the Save button, and you're done!

How do I delete my information.

A record also can be easily deleted. Click on the Delete link in the grid of the record to be deleted to select it. Confirm that you really want to delete the record, and it's gone!

Can I change my password? Recommended ever few months.

Yes. There is a Change Password feature. The link in the banner bar allows a user who is logged in to click this link and change his password. You must enter the existing password, and then the new password (entered twice for verification) to change the password.

Does ShurVault have a free trial period?

Yes 20 days. You do not have to give your billing information to use the free trial. You will be notified each time you login to the program how many days you have left.

Do I need to give my billing information to ShurVault for the free trial?

You do not have to give your billing information to use the free trial. You will be notified each time you login to the program how many days you have left.

If I put information into my free trail account and decide not to purchase what should I do with the information stored in ShurVault?

You will need to go the report tab, select 'All', and run a report. Then save as a PDF document on your PC. You may also print a hard copy to place in a safe place.

What is ShurVault policy on cancellation?

You opt to cancel your membership the billing will stop and you will have 30 days to retrieve your information, after the thirty days the account will be closed and all files destroyed. Any fess already paid will not be refunded. ShurVault has a no prorate policy.

How do I reach customer service?

You can call customer service toll free at 877-544-8610 or go to www.shurvault.com. Click Contact to send your questions to info@shurvault.com. You can also fax your questions to 866-899-9133.

Once I complete scanning of my important paper documents and importing them into Shurvault what about my original copies?

Shurvault is a secure document and file backup solution. Shurvault allows you to store copies of your valuable documents in a secure environment and allows you to access copies of them anywhere you have an Internet connection. You should always retain your original copies of important paper documents in a safe or safety deposit box. The signed original copy of any legal document such as a deed, passport, Power of Attorney, etc must be kept. Electronic copies do not meet legal requirements in many situations.

Can I store other computer files in Shurvault?

Yes. Shurvault can upload and store other computer files such as Adobe Portable document files .pdf, Microsoft Excel .xls, Microsoft Powerpoint .ppt, image files .gif, .bmp, .jpg and others.

What are ShurVault’s security features?

• Encrypted
• Password protected
• Server security SAS70 Firwalls

If I download or view my information on a computer that doesn't belong to me or one in a public place is my information viewable by others?

It will be unless you set up and follow a procedure to remove any information you place on the computer. If you actually download a file is sure to save it to a place on the computer that you know you can find it for deletion once you are through using it. For example, save the file(s)in My Documents. Be sure to locate and delete the file and empty the recycle bin once you are through with it.

You can review Microsoft's 5 safety tips for using a public computer .

For Mac user visit MAC’s safety tips.

Yes. There is a Change Password feature. The link in the banner bar allows a user who is logged in to click this link and change his password. You must enter the existing password, and then the new password (entered twice for verification) to change the password.

What if I forget my password?

There is a Forgot Password feature. If you click this link on the Shurvault login page and provide your email address that you use to log in to Shurvault, the web site will generate a new strong password and email it to you. You'll need to copy and paste this new password into the password field when you login. Note that there is no way to recover an existing password. If you click the Forgot Password link and enter your email address, the new password is assigned and must be used to login. If you complete the Forgot Password steps, then the first time you log back in to Shurvault you will be required to change your password to something you choose. This is because it will be hard to remember or even correctly enter the strong password that gets assigned after the Forgot Password function assigns the new password.

What security measures should be taken if I am using a public or shared computer to down load my information to view?

You should always follow a procedure to remove any information you place on the computer. If you actually download a file make sure you save it to a place on the computer that you know you can find it. Delete the information once you are through using it. For example, save the file(s) in My Documents. Be sure to locate and delete the file and empty the recycle bin once you are through with it. You can review Microsoft's 5 safety tips for using a public computer Visit MAC’s safety tips for Mac user.

Do I need to give my billing information to ShurVault for the free trial?

You do not have to give your billing information to use the free trial. You will be notified each time you login to the program how many days you have left.

What is the cost of ShurVault Online Storage?

There are two fee plans. A monthly fee of $3.95 or an annual fee of $40.00, which saves $7.40 per year.

What method of payments does ShurVault accept?

Visa, MasterCard, Check Cards, Discovery, American Express, PayPal, Bank Transfers, Debt Cards & Echecks.

What if my monthly payment cannot be processed?

If your payment cannot be processed you will be notified by email and your account placed on hold until the matter is cleared up. You will need to contact ShurVault Solutions at 877-544-8610 to submit your new account information. If ShurVault is not contacted and the matter is not cleared up within 3 months the account will be closed. All files will be destroyed.

When will I be billed and will I be billed automatically?

Your first payment will be due the date you sign up for membership and the same day of the month in advance. Annual fees will be charged on the each anniversary of the date of enrollment.

What is ShurVault policy on cancellation?

If you opt to cancel your membership the billing will stop and you will have 30 days to retrieve your information, after the thirty days the account will be closed and all files destroyed. Any fees already paid will not be refunded. ShurVault has a no prorate policy.

What if my month payment cannot be processed?

If your payment cannot be processed, you will be notified by email and your account placed on hold until the matter is cleared up. You will need to contact ShurVault Solutions at 877-544-8610 to submit your new account information. If ShurVault is not contact and the matter is not cleared up within 3 months the account will be closed. All files will be destroyed.

How do I upload my documents into ShurVault?

First you have to scan your documents into your computer then upload into your ShurVault Online storage. ShurVault does not offer a scanning service. Then go to the category document and click on the drop down word document to open up the suggested list of documents. We suggest 37 different document categories, plus the "Other" category as a catch-all. Click on the document name that you want to upload a document into and click on add new. Here you can name the document and enter notes if you wish. Then click on browse and locate the document wherever you stored the document and click what you want to upload and click open. Once the document filename appears click save.

Why does it take longer to upload some documents?

Because you are uploading the document to a server the size of the document file influences upload time. Larger document files take longer to upload than smaller ones.

How do I view a document that is stored in ShurVault & edit my notes?

To view a document go to the document category open, then choose which document you wish to view then select download. To edit your document notes or rename your document click on edit.

When I download a document to edit it or I would like to add additional information how do I accomplish that?

If you change a document you will have to upload the changed document as a new document and give it a new name. If you add an amendment to a document you will need to name that amendment and upload it in the proper document category.

Once I upload my documents should I delete them from my computer?

That is up to you. I created a folder on the C: drive of my computer and named it ShurVault import when I installed ShurVault. I always set my scanner software to save images to this location while I am scanning information to be imported into ShurVault. I also save any typed documents or spreadsheets to this same location. This makes locating the files for importing into ShurVault easier. It also makes removal of them easier once they are imported into ShurVault. I DELETE all the files in this folder and clean out my recycle bin upon completion of importing them if I want to assure they are only viewable in ShurVault and thus secure from prying eyes. You can elect to leave the ones you don’t consider as private for backup copies on your computer if you wish.

ShurVault recommends once you scan and upload your documents to store them in a safe and secure place.

Does ShurVault Online work on both Mac & Windows operating system?

Yes