Tag Archives: New Total Vault

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!

img_5577

 

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.
jkfinancialinc
street-cents

1 Minute Video Series Part 8 – Using Your Cell Phone to Upload Documents to Your Vault

Missed any of the 1 Minute Vault Series?

Here is a link to them on our main web page of JK Financial, Inc. and here is a link to them on our blog site here, and then here on our YouTube site.

Part 8 Uploading Important Documents to your Vault

In the eight of an every growing Vault series … and yes we are trying to keep these around 1 minute knowing time is valuable –

In this video here is what we discuss:

  • Opening the Vault Tab in your Personal Vault
  • Scrolling to the area to add something to your Vault
  • Safely putting your cell in photo mode to snap your important document – your document WILL NOT be saved to your cell for ever more security and safety
  • Boom – Showing you the document location upon loading

 

Have a Great “Cell Uploading Document Vault” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

Bet you didn’t know we had a YouTube Channel – Vault and Other Video’s Coming Soon – Friday Tennis

After a heavy week of Pension Benefit Options and a Super Heavy 90 day Treadmill/Earnings update… let’s slide into this hot weekend on easier ground…

Did you know we had a YouTube Channel?

Yep, we do – it’s out there and holds all of our Video’s from the very beginning. It also lets us easily embed the videos in other places!

JK YouTube Channel pic

Take a look, here or at the link at www.youtube.com/jkfinancialinc

Ok, so there is nothing edgy or slanted, but there is a tone of great information on it… take a look as see for yourself!

Here is our most popular Video EVER, for obvious reasons (its a few years old and wrong season, but we can always use a laugh)  …

 

Speaking of Videos ….

Vault and Financial Planning Video’s Coming Soon

Our Vault has undergone some updates – NICE – and we want to update a few of our current “How to Vault” videos (Six 1 minute Fun Video’s found here or on our Youtube Channel) as well as add to the details of several of our most popular posts.

The Vault Videos will stay at 1 … yes ONE minute – long time listeners and readers know that is really hard for me, but with such good feedback, we will keep it right there – if possible – haha!

Several of the more complicated items, such as Estate Planning Checklist and the Inverted Yield Curve series will make the cut as well.

Hope you enjoy in advance!

So it is a Friday … and that means you are headed into a Summer Weekend – Please enjoy and stay hydrated, which is what we will try to do with the 13 year old, as she play a tournament in a farther Southern Texas City, but it will still be HOT!

Don’t forget to spend time with those who are important in your life… it goes fast!

Talk to you next week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

1 Minute Video, How to upload sensitive information into your NEW TOTAL VAULT safely….

In our first fun 1 Minute Video, here we showed how to find your New Total Vault…

Then in our second fun 1 Minute Video, here we reset our Password, a frequent favorite and much used reference.

In a continuance of our fun but educational 1 minute video series ….

How to quickly load super sensitive information into your New Total Vault safely!

  • Open your New Total Vault webpage
  • Click On Vault at the top of the window or drop down on a Tablet
  • Click on Folder you wish to add document to
  • Hit Upload Folder
  • Scroll to Document on your computer
  • Upload

There you have it, as easy as that!

Thanks for the time!

Have a Great Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

1 Minute Video, How to get into Your New Total Vault … First in a Series …

You are on the run …

Time is short, as is the day …

Heck, we often times pass up useful videos do to length …

Bet you can spare 1 minute!

New TOTAL Vault Video Series …

How to get into your New TOTAL Vault

 

Have a Great Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

 

Coming soon, Fun 1 Minute Videos for the New Vault … Annual Extended Stay Travels Begin … Friday

Next week we will start rolling out our 1 minute (I promise on the time…not easy for a chatty .. haha) fun educational videos with yours’ truly sharing a few fun features and techniques for our New Total Vault.

None have been recorded so far, but we look forward to sharing and having fun with the videos as we all learn our New Vault features together.

Annual Extended Stay Travels20160805_122810648_iOS

As you read this, the wheels are turning towards our annual extended stay trip with fellow advisors,  lots of family, friends and of course a Tennis tournament in the middle of the trip back in Texas.

So far the technological upgrades are doing great and we look forward to putting them to the full test this year !

Friday

We are half way through the summer according to the little ones in our gang … they are not happy about heading back to school, but it’s all good.

It goes fast, enjoy your Friday, heading into a GREAT Summer weekend !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com