The Document Vault is accessed in CircleBlack Advisor by clicking on Engage in the Top Navigation and then clicking Document Vault. A Document in CircleBlack is any of the following:
-
A PDF report generated in CircleBlack (i.e. a performance report)
-
Any of the supported file types that are uploaded to CircleBlack. The file can then be categorized as an Article, Document, Newsletter, or Invoice.
You will have the option of viewing your Documents pre-categorized by Household or seeing All Documents you have access to.
In the By Household view of Document Vault, every Household with a Document will be presented in a list view. Documents shared with multiple households (such as a newsletter) will appear in multiple Households’ folders. Reports that contain data for multiple Households (such as firm level reports and advisor level reports) will not appear in this view.
Clicking on the Household name will present a page that displays the documents affiliated and/or shared with the Household.
The All Documents view of Document Vault will display every document you have access to, including those not yet affiliated with a Household. Documents shared with multiple households (such as a newsletter) will only appear once in this view with “Multiple” displayed in the Household column. Reports that contain data for multiple Households (such as firm level reports and advisor level reports) will have “Unassigned” displayed in the Household column.
On the left you will see a series of folders into which your documents are automatically sorted.
You will be able to select which view to display by default in the Advisor Preferences section located in the gear icon menu.
Advisors can share Documents with clients to their CircleBlack Investor web portal and mobile app through either view. In addition to our standard PDF (.pdf) file type, the Document Vault allows Advisors to upload and share the following file types:
-
CSV (.csv)
-
Doc (.doc, .docx, .rtf)
-
Image (.jpeg, .jpg, .jpe, .jfif, .png, .svg, .svgz)
-
PPT (.ppt, .pptx)
-
Text (.txt)
-
XLS (.xls, .xlsx)
Firm Managers, Branch Managers, and Advisors have access to the Document Vault. If you’re unsure whether you have access, please contact help@circleblack.com.