This guide will walk you through the steps of establishing your corporate vault and securely sharing documents using valid8Me.
Upon receiving an email from a company requesting your corporate documents, you are asked to securely share them through valid8Me. To proceed, simply click on the desktop Web App button.
Let's start by setting up our valid8Me vault. Begin by inputting your password and selecting the 'confirm' button to proceed. Then, proceed to retrieve the validation code before proceeding further.
Here is a tutorial video to take you through the process step by step:
In summary:
You will receive a notification confirming that the verification code has been successfully sent to the email address where you received the invitation.
Copy the verification code and return to the valid8Me platform to proceed with the validation process.
Input the code and click on the confirm button.
Next, it's time to input the Legal and Trading names of your Company.
Now that our account is set up, we have various tasks to complete. Our first step is to share documents with the Company. To start this process, simply click on 'Confirm' to get started.
The Company has requested specific documents. These include a Certificate of Incorporation, a Photo ID, and a Proof of Address for an Authorised Representative. To begin, let's upload our Certificate of Incorporation by selecting the upload option.
Click on the Select Files button to upload files and add the necessary documents to fulfil the request.
To proceed:
Click on the Select Files button.
Next, select the file you wish to upload.
The document will be displayed when it is ready for upload.
Click on the "Add document to request" button.
Next, if we scroll down we can see that there are no Authorised Representatives listed. We can use the "+Add Authorised Representative" link to add one.
In this scenario, we have the option to invite one of the authorised representatives to set up their own profile, or we can upload the required documents on their behalf. Whether you are a director yourself or if a colleague holds this role, you can upload the necessary documents for either yourself or your colleague as a director.
Next, we will proceed to add an authorised representative using a local vault and upload the necessary documents on behalf of the representative. Simply check the box and click on the "next" button to continue.
To continue with the process:
Enter the name of the Authorised Representative. Simply provide the first name and last name in the designated fields. Click on the 'Next' button to proceed.
Now that we have added our authorised representative, let's go ahead and select the person that we have just added as our choice by checking the box and confirming our decision.
Now that we have successfully included our authorised representative, it's time to proceed with uploading their Photo ID and Proof of Address. To do this, simply click on the upload icon once again.
To continue with the process:
Select a Driving Licence or a Passport from the "Document Type" dropdown menu.
Next, select the file you wish to upload.
The document will be displayed when it is ready for upload.
Click on the submit button after uploading the document.
Click on the "Confirm" button to confirm your action.
Next, it's time to upload the proof of address. Simply click on the upload icon once again to proceed.
To continue with the process:
Select either a Bank/Financial Statement or a Utility Bill from the "Document Type" dropdown.
Choose the file you want to upload by clicking on the "Select Files" button.
The document will be displayed when it is ready for upload.
Then specify the date of issue and then proceed to click on the submit button.
As you can see here, all of the documents are ready to share. Our next step is to share these documents with the company. Simply select the option to consent and share.
Confirm your decision by clicking 'Yes, I'm sure.'
Congratulations, you have now securely shared your documents with Atlantic Professional Services, the onboarding company. Feel free to complete the remaining details about your company here, or you can choose to add that information at a later time.
I hope this guide has helped. If you have any questions, please contact us support@valid8me.com