WEBVTT 00:00:00.333 --> 00:00:05.067 align:center line:-2 Welcome to a how-to video on My Vault's Files and Contacts areas 00:00:05.100 --> 00:00:07.133 align:center line:-1 for professional accounts. 00:00:07.167 --> 00:00:12.233 align:center line:-2 As a professional, My Vault's Files and Contacts areas are essential tools 00:00:12.267 --> 00:00:17.767 align:center line:-2 for collaborating with the people you support and others on their team. 00:00:17.800 --> 00:00:22.700 align:center line:-2 Files and Contacts allow you to securely store and share contacts, 00:00:22.733 --> 00:00:26.200 align:center line:-2 activities, files, and other important information 00:00:26.233 --> 00:00:29.800 align:center line:-2 as you help people with planning and making informed choices 00:00:29.833 --> 00:00:34.000 align:center line:-1 around benefits, work, and housing. 00:00:34.033 --> 00:00:37.400 align:center line:-2 My Vault allows a person and the members of their team 00:00:37.433 --> 00:00:39.633 align:center line:-1 to be connected and informed, 00:00:39.667 --> 00:00:44.833 align:center line:-2 which can help reduce confusion and the need for repeated communications. 00:00:44.867 --> 00:00:48.767 align:center line:-2 In this video, you will learn how to use your professional My Vault account 00:00:48.800 --> 00:00:53.400 align:center line:-2 to build a contact list to use as you work with others in My Vault 00:00:53.433 --> 00:00:57.633 align:center line:-2 and securely save and share files, activities, 00:00:57.667 --> 00:01:00.467 align:center line:-1 and other important information. 00:01:00.500 --> 00:01:03.400 align:center line:-2 Let's begin by looking at the Contacts area. 00:01:03.433 --> 00:01:08.533 align:center line:-2 In the Contacts area, you can create, manage, and organize your contacts, 00:01:08.567 --> 00:01:11.267 align:center line:-2 including colleagues and the people you support, 00:01:11.300 --> 00:01:16.600 align:center line:-2 so that you can easily and securely share files and other information with them. 00:01:16.633 --> 00:01:19.833 align:center line:-2 When you sign into your My Vault account for the first time, 00:01:19.867 --> 00:01:24.100 align:center line:-2 finish setting up your account by clicking My Contact Info 00:01:24.133 --> 00:01:26.300 align:center line:-1 and adding your information. 00:01:26.333 --> 00:01:28.900 align:center line:-1 Press Save when you are done. 00:01:28.933 --> 00:01:32.133 align:center line:-2 Having this information up to date will ensure you are prepared 00:01:32.167 --> 00:01:36.167 align:center line:-1 to use other features in your account. 00:01:36.200 --> 00:01:40.300 align:center line:-2 You can add people to your contact list by clicking Add Contact 00:01:40.333 --> 00:01:42.167 align:center line:-1 and entering their information. 00:01:42.200 --> 00:01:45.200 align:center line:-2 The contact's first and last name is required. 00:01:45.233 --> 00:01:47.600 align:center line:-1 The rest of the information is optional, 00:01:47.633 --> 00:01:51.333 align:center line:-2 though it is a good idea to enter the contact's email address 00:01:51.367 --> 00:01:55.067 align:center line:-2 so you can share information and files with them when you need to. 00:01:55.100 --> 00:01:57.933 align:center line:-1 Click Save when you are done. 00:01:57.967 --> 00:02:00.367 align:center line:-1 For each person you have as a contact, 00:02:00.400 --> 00:02:02.800 align:center line:-2 you can click on their name to see your options. 00:02:02.833 --> 00:02:07.100 align:center line:-2 You can view their full contact information or edit it, 00:02:07.133 --> 00:02:11.333 align:center line:-2 launch a pro session to do My Vault activities on their behalf, 00:02:11.367 --> 00:02:16.400 align:center line:-2 send them a secure email, share their contact information with another person, 00:02:16.433 --> 00:02:19.100 align:center line:-1 send your own contact information to them, 00:02:19.133 --> 00:02:23.667 align:center line:-2 volunteer to be on their team for benefits planning, housing, or employment, 00:02:23.700 --> 00:02:26.867 align:center line:-2 ask for permission to know which activities they have completed 00:02:26.900 --> 00:02:32.933 align:center line:-2 in their My Vault account, and delete the contact if you don't need it anymore. 00:02:32.967 --> 00:02:37.800 align:center line:-2 If a contact has given you permission to see which activities they are working on, 00:02:37.833 --> 00:02:40.500 align:center line:-2 there will be a check mark in the binoculars icon 00:02:40.533 --> 00:02:42.100 align:center line:-1 to the right of their name. 00:02:42.133 --> 00:02:45.300 align:center line:-2 With this permission, you can see their activity progress 00:02:45.333 --> 00:02:47.400 align:center line:-1 when you view their profile. 00:02:47.433 --> 00:02:51.967 align:center line:-2 Note, you cannot see the results of the activities here, only the progress. 00:02:52.000 --> 00:02:55.267 align:center line:-2 To see the results, the person must share them with you, 00:02:55.300 --> 00:02:58.867 align:center line:-2 and then they will be available to view in the Files area. 00:02:58.900 --> 00:03:03.100 align:center line:-2 In your list of contacts, you can see if you are a member of a person's team 00:03:03.133 --> 00:03:05.633 align:center line:-1 in the Teams I'm On column. 00:03:05.667 --> 00:03:10.133 align:center line:-2 You can volunteer to be on their team or people can add you to one of their teams 00:03:10.167 --> 00:03:12.500 align:center line:-1 from their My Vault account. 00:03:12.533 --> 00:03:17.567 align:center line:-2 People can create teams in the Planning Paths area. 00:03:17.600 --> 00:03:23.633 align:center line:-2 The Work Path, Benefits Planning Path, and Housing Path 00:03:23.667 --> 00:03:28.067 align:center line:-2 each have a Build A Team activity that lets people create a team 00:03:28.100 --> 00:03:32.100 align:center line:-2 and then share this information with the other people on the team. 00:03:32.133 --> 00:03:35.567 align:center line:-2 Encourage the people you support to complete these activities 00:03:35.600 --> 00:03:37.167 align:center line:-1 and share the results. 00:03:37.200 --> 00:03:41.600 align:center line:-2 Knowing the names and contact information of everyone on a person's team 00:03:41.633 --> 00:03:46.100 align:center line:-2 can be a great help for coordination and collaboration. 00:03:46.133 --> 00:03:49.800 align:center line:-1 Next, let's take a look at the Files area. 00:03:49.833 --> 00:03:54.933 align:center line:-2 In this area, you can securely view and store documents all in one place. 00:03:54.967 --> 00:03:59.567 align:center line:-2 In a professional My Vault account, the Files area has two sections: 00:03:59.600 --> 00:04:04.167 align:center line:-1 My Files and My Contacts' Files. 00:04:04.200 --> 00:04:07.833 align:center line:-2 My Files is an area for keeping your own documents. 00:04:07.867 --> 00:04:11.333 align:center line:-2 You can use it to store common documents or forms 00:04:11.367 --> 00:04:15.500 align:center line:-2 for easy sharing with contacts in your My Vault account. 00:04:15.533 --> 00:04:18.133 align:center line:-2 If you have more than five files in a folder, 00:04:18.167 --> 00:04:21.667 align:center line:-1 press Show More to see all of them. 00:04:21.700 --> 00:04:24.667 align:center line:-2 To upload a file into your My Files area, 00:04:24.700 --> 00:04:30.400 align:center line:-2 drag and drop it from your computer into the Upload Files To My Vault area. 00:04:30.433 --> 00:04:33.800 align:center line:-1 Or click that area and choose a file. 00:04:33.833 --> 00:04:38.033 align:center line:-2 If you like, you can share your file at the same time as you upload it 00:04:38.067 --> 00:04:44.000 align:center line:-2 by selecting the Upload Files To My Vault And Share With Others area. 00:04:44.033 --> 00:04:48.700 align:center line:-2 In My Contacts' Files, you'll find a set of folders organized 00:04:48.733 --> 00:04:51.733 align:center line:-2 by the names of the people in your contacts. 00:04:51.767 --> 00:04:54.700 align:center line:-2 You can use this area to organize and interact 00:04:54.733 --> 00:04:59.067 align:center line:-2 with your contacts' files and activity results individually. 00:04:59.100 --> 00:05:04.300 align:center line:-2 You will see items in a contact's folder if that person has shared a file with you 00:05:04.333 --> 00:05:07.400 align:center line:-1 or if you have shared a file with them. 00:05:07.433 --> 00:05:12.733 align:center line:-2 To share a file with a person, use the Upload area in each person's folder. 00:05:12.767 --> 00:05:15.000 align:center line:-1 For example, if you are working with Tyra 00:05:15.033 --> 00:05:17.867 align:center line:-2 and have her support plan saved on your computer, 00:05:17.900 --> 00:05:21.833 align:center line:-2 you can easily share it with her through My Vault by dragging and dropping it 00:05:21.867 --> 00:05:27.667 align:center line:-2 into the Upload To Tyra's Folder And Share With Tyra area. 00:05:27.700 --> 00:05:32.933 align:center line:-2 In addition to uploaded files, the results of My Vault Planning Path activities 00:05:32.967 --> 00:05:37.500 align:center line:-2 are also stored and can be shared in the Files area. 00:05:37.533 --> 00:05:41.300 align:center line:-2 If someone shares an activity result or other file with you, 00:05:41.333 --> 00:05:45.067 align:center line:-2 you'll get a notification in your My Vault account. 00:05:45.100 --> 00:05:48.700 align:center line:-2 Click on the notification bell to see what's been shared. 00:05:48.733 --> 00:05:51.500 align:center line:-2 If you save it, the file will automatically be added 00:05:51.533 --> 00:05:54.900 align:center line:-1 to the folder of the contact that sent it. 00:05:54.933 --> 00:05:57.200 align:center line:-1 If you want to interact with any file, 00:05:57.233 --> 00:06:00.967 align:center line:-2 simply click on the file's name to see your options. 00:06:01.000 --> 00:06:06.933 align:center line:-2 You can open the file in your web browser, download a copy to your computer, 00:06:06.967 --> 00:06:12.467 align:center line:-2 rename the file, and securely share a copy with another person. 00:06:12.500 --> 00:06:16.567 align:center line:-2 If they have a My Vault account, it gets sent to their account. 00:06:16.600 --> 00:06:19.267 align:center line:-1 If not, it's sent to their email. 00:06:19.300 --> 00:06:23.533 align:center line:-2 Remember, if you're sharing information about a person with another professional, 00:06:23.567 --> 00:06:28.767 align:center line:-2 you need the person's permission and may need a release of information. 00:06:28.800 --> 00:06:34.433 align:center line:-2 Other controls let you delete a file, cut, or copy it to another folder. 00:06:34.467 --> 00:06:39.167 align:center line:-2 The last option, Activity, will be an option if the file was generated 00:06:39.200 --> 00:06:41.533 align:center line:-1 from an activity in My Vault. 00:06:41.567 --> 00:06:47.433 align:center line:-2 Selecting this option will take you to the file's original My Vault activity area. 00:06:47.467 --> 00:06:53.200 align:center line:-2 To see files you've shared, click on the Shares tab to see your sharing history. 00:06:53.233 --> 00:06:58.533 align:center line:-2 As you can see, the Files and Contacts areas in My Vault provide an easy way 00:06:58.567 --> 00:07:01.367 align:center line:-2 for people and professionals to collaborate 00:07:01.400 --> 00:07:04.867 align:center line:-2 and securely store and share important files 00:07:04.900 --> 00:07:08.033 align:center line:-2 like notices from the county or Social Security, 00:07:08.067 --> 00:07:12.800 align:center line:-2 planning activity results, and other planning documents. 00:07:12.833 --> 00:07:17.133 align:center line:-2 For example, using My Vault, a school case manager can share 00:07:17.167 --> 00:07:21.533 align:center line:-2 a student's Individual Education Plan, or IEP, with them. 00:07:21.567 --> 00:07:26.433 align:center line:-2 The student can then easily and securely share it with their waiver case manager, 00:07:26.467 --> 00:07:30.233 align:center line:-2 their employment provider, and their parents. 00:07:30.267 --> 00:07:34.700 align:center line:-2 Or a person can complete and share their One-Page Profile activity 00:07:34.733 --> 00:07:39.433 align:center line:-2 with their family, their case manager, and their service provider, 00:07:39.467 --> 00:07:43.967 align:center line:-2 so they know a little bit about who they are and how best to support them. 00:07:44.000 --> 00:07:48.833 align:center line:-2 As a professional, you can complete activities with sample information 00:07:48.867 --> 00:07:51.267 align:center line:-2 and share the results with the people you support 00:07:51.300 --> 00:07:54.900 align:center line:-1 to spark ideas and interest in planning. 00:07:54.933 --> 00:07:58.500 align:center line:-2 As you encourage people to use their My Vault account 00:07:58.533 --> 00:08:00.733 align:center line:-1 to upload and share documents, 00:08:00.767 --> 00:08:04.500 align:center line:-2 assure them that their information is safe and encrypted. 00:08:04.533 --> 00:08:08.700 align:center line:-2 It is protected by a password only they know. 00:08:08.733 --> 00:08:12.600 align:center line:-2 Let them know that their My Vault account gives them full control 00:08:12.633 --> 00:08:17.200 align:center line:-2 to share their information only with people they trust. 00:08:17.233 --> 00:08:21.800 align:center line:-2 If you have questions or need support as you use your My Vault account, 00:08:21.833 --> 00:08:24.267 align:center line:-1 contact an expert at the Hub. 00:08:24.300 --> 00:08:28.500 align:center line:-2 Hub experts are available at live chat, phone, or email. 00:08:28.667 --> 00:08:33.500 align:center line:-1 The phone number is 1-866-333-2466. 00:08:33.633 --> 00:08:38.000 align:center line:-2 At the Hub, we're here to help you and the people you support 00:08:38.100 --> 00:08:42.833 align:center line:-1 plan their best life, their way.