Client Guide for Franklyn FM - With MWC Intro V1.0

Document Portal

CONTENTS
Welcome Page 1
How we use it Page 2
Benefits Page 3
Logging in Page 5
Uploading Documents Page 6

We are delighted to provide you with your
very own Document Portal.
The Document Portal is a secure online communication tool
we use for all correspondence with our clients.
As well as receiving our updates, you can use it to exchange
information instantly and securely with us.
It features an ‘online filing cabinet’– a place for you to store
all your personal documents and memorabilia.
Getting Started
You will receive an email instructing you to click on a link
and follow 3 easy steps to register.
If you have any queries regarding first time login, please
contact us.
1

HOW WE USE IT
The Document Portal offers an ultra-secure online filing
cabinet for your personal information: a safe place to keep
your most important documents and treasured memorabilia.
We use the Document Portal to ensure that the information
related to your dealings with us reaches you as quickly and
securely as possible, wherever you are.
Please read the section on “How do I access information you
have shared with me?” on page 5 to discover how to view
the information we have sent you.
2

BENEFITS
Access Anywhere – Instantly view personal
documents alongside information we have
shared with you.
Save Time – All your documents will be
conveniently stored in one place and be
completely word searchable. When required,
you can digitally sign documents you have been
sent, saving you time and money.
Protect – Avoid the risk of losing priceless
documents or treasured memorabilia in a fire,
burglary or flood.
Secure - The Document Portal has the highest
levels of security available and your data is
hosted and backed up in ISO27001 accredited
data centres in the UK.
3

Document Sharing – Instantly share information
and documentation with your Wealth Manager,
whenever you need.
We are able to view only those documents or
folders which you have chosen to share with us.
We are unable to view any other information
you store.
Give other people access to specific documents
or folders. For example, your accountant could
have access to a ‘Taxation’ folder and your
solicitor a ‘Legal’ folder.
Digital Legacy – Get your affairs in order and
keep priceless documents and memorabilia safe
for future generations. Keep a clear and tidy
record of your affairs by saving a copy of your
will and other important information.
Organise – You are able to create a
personalised folder structure for your
documents which matches your lifestyle and
needs.
4

LOGGING IN
If you are logging in for the first time, follow the instructions
on the Welcome email.
For subsequent visits, please follow the steps below to log
in:
1. Visit our website and locate the login link
2. Enter your User ID and password then click on ‘Login’
3. As an additional security step, you will be prompted
to select one of the mobile, landline number or email
addresses you provided at first-time login to which an 8
digit verification code will be sent. When received, enter
the code and click on ‘Confirm Pin’.
How do I access information you have shared with me?
Every time we share a new
document, an automatic
email alert will be sent to
you. Once you are logged in,
you can view all latest shared
documents at the bottom of
the dashboard.
5

UPLOADING DOCUMENTS
There are 3 simple ways to save your documents:
1. Uploader Tool
• Once logged in, click on ‘Upload’ from the
main toolbar.
• You now have the option of either manually selecting
the file from your device or by using the Drag &
Drop tool.
1.1 Manual Upload
a. Click on ‘Add’.
b. Search your device for the document(s) you wish
to store.
c. For each document, click on the ‘Select’ field in
the upload table to choose the folder you would
like to save the document(s) in.
d. Click on ‘Upload All’ to confirm.
1.2 Drag & Drop Upload
a. From your device, locate and select the
document(s) you wish to store.
b. Drag the document(s) into the Drag & Drop area.
c. For each document, click on the ‘Select’ field in
the upload table to choose the folder you would
like to save the document(s) in.
d. Click on ‘Upload All’ to confirm.
6

2. Email Uploader
Your Document Portal account has a unique email address.
This is a convenient way to quickly forward documents for
filing later – for example when you are on the move and not
logged in. You will already have chosen your email address
when logging in for the very first time.
2.1 Saving Documents from Email
If you have emailed documents in, you can file them in
specific folders by:
1. Click on ‘Email’ from the main toolbar.
2. Double click on the email with the attached
documents you would like to store.
3. Click on ‘Save’ from the options taskbar.
4. Select the destination folder(s) where you would
like to save the document(s).
5. Click ‘Ok’ to confirm.
7

3. Home Paperwork Consultancy Service (optional)
Digitise your paperwork, and rid your home of paper clutter.
A highly trained consultant will come to your home and help
you sort out your paperwork ready for collection, scanning
and uploading directly in to your Document Portal. The
paperwork can then be stored in a secure location freeing
up your home. Documents can be recalled at a touch of a
button, if the physical copy was ever required.
Please contact us to find out more.
8

THE DOCUMENT PORTAL
POWERED BY MY WEALTH CLOUD
As a leading provider of software within financial services,
My Wealth Cloud was chosen for its secure and innovative
Document Portal. It enables us to safely exchange information
whilst providing you with a private area to securely store all
of your personal documents.
WHAT THE PRESS SAY...
“You really can have your
documentary life stashed
away on there.”
“They scan all your
documents and organise
them in a beautiful fashion”
“Your teetering paper
skyscrapers are replaced
with a slick online filing
system.”
“If you keep your most
important documents in an
old box, this service could
be for you....”
“There’s even a section
where you can put your
will, expression of wishes
or kind remarks to be read
beyond the grave.”
“Every piece of paper that’s
worth keeping in the house
is worth filing in your Wealth
Cloud, accessible at any time
you wish to be nostalgic.”
9