The Document Portal

Contents

1. The Modern World Is Extraordinary

2. What is The Document Portal?

4. Key Benefits

6. Mobile App

8. Preserve Your Legacy

10. Help With Your Paperwork

12. Press

13. Contact Us

The Modern World Is Extraordinary

We can take videos with our phones, talk to friends through our laptops, send documentsthousands of miles in seconds. But could you quickly find your house deeds, a tax return fromfive years ago or the insurance valua�on for your jewellery?

Our home filing systems are woefully behind the �mes. Papers stuffed in boxes, documents inthe lo�, important le�ers on top of the wardrobe…

Imagine having all your paperwork securely in one place.Imagine an ‘online filing cabinet’ where every paper was in order,deadlock secure, easily searchable, and accessible at the touch of a bu�on…

Welcome to The Document Portal.

1

What is The Document Portal?

We use the portal to ensure important informa�on reaches you as quickly and securely as possible.

It allows you to safely store your valuable documents and memorabilia, alongside the informa�onshared by us.

Protected by ultra-secure, state-of-the-art technology, all your documents are available to you,wherever you are.

2

“We can lay our hands on our policies, deeds and certificates at amoment’s notice, thanks to the Portal. It’s a lot more securethan our study at home.”

3

Key Benefits

SECURE COLLABORATIONA secure 2-way portal enables us to instantly share documents withyou and vice-versa

MOBILE APPAll documents are word searchable, allowing you to find what you arelooking for instantly

INTERGENERATIONAL PLANNINGGet your affairs in order and keep priceless documents and memorabilia safefor future generations

PROTECTAvoid the risk of losing important documents or treasured memorabilia ina fire, burglary or flood

SECURITYThe Portal has the highest levels of security and your data is hostedand backed up in ISO27001 accredited data centres in the UK

4

Desktop

Mob

ile Scan

School Reports

Contracts

& ID

StatementsWills

Memorabilia

5

Mobile App

Simple and easyaccess

Create and organisefolders to suit you

View your �leso�ine

Share your �les withother apps

6

Scan and save yourdocuments

Company ABCLtd

7 7

“The mobile app allows me to access all of my importantinformation wherever I am. I even get a notification to let me know when adocument has been shared with me.”

Preserve Your Legacy

By having all your documents and memorabilia in one secure place and nominating Digital Executorsyou can preserve your legacy for generations to come.

Source: Experian

8

£15bn9

Months

In the UK some £15bn inassets remains unclaimed

Sor�ng out an estate typicallytakes 9 months to complete

The death of a family member or friend is always a sad and di�cult time. But it can be even moredistressing if their personal a�airs are badly organised. Tracking down bank accounts, life policiesor legal papers is a lengthy and costly business.

“You can’t imagine just how much peace of mind the Portal hasgiven us. The family will have no problems with our estate now, whichmight well be our best legacy to them.”

9

Help With Your PaperworkThe thought of sor�ng and digi�sing your historical paperwork can be a daun�ng task.Help is at hand...

SCAN & UPLOAD SERVICESimply put your documents into the envelope or box provided. These will then be scanned,encrypted and uploaded into your Portal. Your original documents can be safely storedor returned.

CONCIERGE SERVICEA professional consultant will help you sort, organise and collate your documents ready forcollection. Your documents will be securely transported, scanned, encrypted and uploaded to yourPortal. Your original documents can be safely stored or returned.

10

“Not only are our important documents safe and accessibleat anytime, we have gained a room back in the home.”

11

Press“You really can have yourdocumentary life stashed

away on there.”

“They scan all yourdocuments and organise

them in a beautiful fashion.”

“Your teetering paperskyscrapers are replacedwith a slick online filing

system.”

“There’s even a sec�onwhere you can put your

will, expression of wishesor kind remarks to be read

beyond the grave.”

“If you keep your mostimportant documents

in an old box, this service couldbe for you…”

“Every piece of paper that’sworth keeping in the houseis worth filing in your Portal,

accessible at any �meyou wish to be nostalgic.”

12

Contact Us

We hope you enjoy using the service as much aswe do.

If you have any ques�ons or require any help withse�ng up or using the Portal, please feel freeto contact us directly.

13

PensionGuarantees Licences

Share Cer�ficatesPassports Insurance Policies

Warran�es Will HMRC PapersLeases Powers of A�orney

Trust Documents Bank Statements

Birth Cer�icates Exam Cer�icates NI NumbersMortgage Documents School ReportsPlanning Permission

InvestmentsMarriage Cer�icates Degree Cer�ficates

Title Deeds Executor

Medical RecordsMOT Cer�icates

Surveyors’ ReportsService Contracts

Log BookLoan Agreement