New Pre-View Feature of Documents In New Total Vault – Cool Update

In true form of … if we are not moving forward, we are moving backwards … as standing still is still losing ground…. (Thanks for those that commented on the New Light in our intro to our November Video summary – advancing our productions, hopefully!) … the Vault has a handy new feature!

New Total Vault Feature

A cool new, and super handy feature was just added to our New Total Vault!

The first page of Documents saved in your Vault can be previewed without downloading the complete document to your device.

You may scroll to the next document by hitting the right/left arrow – again only the first page, but many times that is all that is needed.

Just checked it on the cell (see screen shot below)  it works almost identically to a laptop or tablet, but smaller of course…. I found the cell preview feature extremely helpful for viewing copies of Credit Cards/Health Insurance/Identification as it is faster and easier than downloading and only the front side is needed!



I had no document types that were not supported, but certainly some may find that something is not supported, if so, you will need to download, just as before.

Oh… and for those wondering about the new merger, our Total Vault will seamlessly make the transition, just as it links to our bank, mortgage and other outside accounts!

PS – Did you notice my vault document? Literally as soon as possible a copy of auto repairs/maintenance are uploaded, keeping that glove box skinny!  ya ya Nerd…

Have  a Great “New Total Vault Update” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.

What are your thoughts ??

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s