adding information to your digital vault

Adding information as text

Each category uses the same simple process to enter, edit and delete information. 

Let’s use the first category, Banking & Investments, as an example.

1. Simply click the ‘Banking & Investments’ tile on the adeus digital vault home page
2. 1. Click anywhere to open up the account view page
   2. If you want to skip the account view and just enter a new account directly, simply click + Add Account
2. A modal - a small pop-up window - will open
3. Simply add the information in the text boxes, or select the option from the drop-down menu
4. 1. * denotes a mandatory field, you need to enter this information
   2. all other fields, for example Additional Info are optional and you can use to record info that is important to you
4. For categories of information that have expiry dates - for example, mortgages, loans, insurance, utilities, visas - you can add expiry dates. 
5. 1. We will automatically send you an email reminder
   2. You'll see a little notification in the bell icon on your adeus screen to remind you of upcoming expiry dates.
5. Click Save; your new information is added to your account list

How this fits your My Legacy Plan

Storing your important account details is a step in your My Legacy Plan. Recording details in any Digital Vault category (other than Social Media or Digital & Online accounts, which count towards protecting your digital legacy) completes this step and moves your Legacy Plan progress forward.