1. Go to your client list by clicking the CLIENTS button in the upper left menu.
2. Navigate to their document list by clicking on the VIEW DOCUMENTS button in the client list.
3. Find the document you want signed in the document list and click on the document’s title to view the document detail page.
4. In the document detail page you can see the orange SIGN/VIEW DOCUMENT button in the center of the page directly below the document’s title. Click it to open the Stonevault document viewer.
5. Click the LABEL button to place the signature request label on the signature field of the document.
6. Once placed, you can make adjustments to the location by clicking dragging the label in its center, and adjust its the size by grabbing the handle on the bottom right corner.
7. You can also delete the box by clicking the red X on the upper left of the box, or the red DISCARD CHANGES button in the blue toolbar at the top of the page.
8. When you’re ready to send your request, click the orange SAVE & SEND button in the blue toolbar at the top of the page.

1. Go to your client list by clicking on the CLIENTS button in the upper left menu.
2. Navigate to their document list by clicking on the VIEW DOCUMENTS button in the client list.
3. Click ADD DOCUMENT button on the upper right actions menu, below the top gray menu bar.
4. Either drag and drop a file into the dotted document file area, or click it to browse your computer and locate the file.
5. Once the file is selected, fill out the details fields and then click CREATE DOCUMENT to finish
• Or click CREATE AND ADD ANOTHER to save the current file and immediately start the upload process for another.

1. Go to your client list by clicking on the CLIENTS button in the upper left menu.
2. Navigate to their document list by clicking on the VIEW DOCUMENTS button in the client list.
3. Find the document you want to view in the document list and click on the document’s title to view the document detail page.
4. In the document detail page you can see the orange SIGN/VIEW DOCUMENT button in the center of the page directly below the document’s title. Click it to view the document in the Stonevault pdf viewer.

NOTE: The Stonevault document viewer can only currently edit and view PDF documents

1. Go to your client list by clicking on the CLIENTS button in the upper left menu.
2. Click the white ADD A CLIENT button in the upper right action bar.
3. Complete the information for their profile and then click the SAVE CLIENT button to send them an invitation to Stonevault.
• The only information required for the invitiation is their first name, last name, and email.

If you've not yet set up your Merchant Account, you'll need to do that first. Clicking the TABS button will show you how to do so.

1. If you have set up your merchant account, click on the CLIENTS button to view your client list and begin the charging process.
2. Click the dollar sign button in the quick actions column on the left side of the client list to go to the open tab menu for that client.
3. Every item on a tab requires a description and a dollar amount. You can also add a description for further explanation of the charge.
4. Once you click SAVE the client will be informed of the charge via email, enabling them to log in and pay with any major credit card.

Information About Tabs

• An open tab is a tab containing an outstanding payment or payments.
• A closed tab is a tab that has been fully paid.
• A tab is settled when a client clicks on "I have paid this tab by an external means" and disables any further email requests for their payment (if they have or plan to pay via check for example).
• The running list of settled tabs enables you to audit the status of any outstanding payments with your clients.

1. Navigate to your profile settings via the account dropdown, labeled SETTINGS, accessible from the menu button labeled with your full name in the upper right portion of the grey menu bar.
2. Your full profile and information can be viewed from the Profile Settings screen. To make changes to your personal or contact info, click the edit button, shown as a pencil icon in the upper right of each relevant field.
• Security-related options are visible beneath your profile picture, there you can update your signature, or change your password or security question.
3. Click the orange SAVE ACCOUNT INFORMATION button at the bottom of the profile settings area to save any changes you’ve made to your account.

1. Click the COMPANY button to view your company dashboard.
2. Click the white ADD PRO USER button in the upper right action bar.
3. Complete the information for their profile and then click the CREATE PROFESSIONAL ACCOUNT button to send them an invitation to Stonevault.

• Creating a professional account will create a pro account that exists under the umbrella of your company.
• This allows a given professional in your firm or partnership to add clients and operate Stonevault.
• All of their activity and connections can be tracked via your Company Dashboard.

1. Navigate to your document list by clicking on the DOCS button in the upper left menu.
• If your professional has requested your signature, a direct link to the document viewer/signer can be found via the notifications dropdown by hovering over the bell icon on the upper right of the screen.
2. Find the document you want to sign in the document list and click on the document’s title to view the document detail page.
3. In the document detail page you can see the orange SIGN/VIEW DOCUMENT button in the center of the page directly below the document’s title. Click it to open the Stonevault document viewer.
4. Look over the document. If your connected Pro marked the location for your signature, all you need to do is click the signature label button that reads SIGN HERE on the page. If there are no labels, click the blue SIGN button in the top center menu.
• If you have not set up your signature, the signature field will be shown and prompt you to set one for your account. You can either draw the signature with your mouse (or finger on mobile) or type your signature in the lower field.
5. With a signature ready to place, either click to place the box, or click and drag to set the height and width of the signature box manually.
• Once placed, you can make adjustments to the location by clicking anywhere in the signature box, and the size by grabbing the handle on the bottom right of the signature box.
• You can also delete the box by clicking the red X on the upper left of the box, or the red DISCARD CHANGES button in the blue toolbar at the top of the page.
6. When you’re ready to save your signature, click the orange SAVE & SEND button in the blue toolbar at the top of the page.

1. Navigate to your document list by clicking on the DOCS button in the upper left menu.
2. Find the document you want to view in the document list and click on the document’s title to view the document detail page.
3. In the document detail page you can see the orange SIGN/VIEW DOCUMENT button in the center of the page directly below the document’s title. Click it to view the document in the Stonevault pdf viewer.

NOTE: The Stonevault document viewer can only currently edit and view PDF documents

1. Navigate to your document list by clicking on the DOCS button in the upper left menu.
2. Click ADD DOCUMENT button on the upper right actions menu, below the top gray menu bar.
3. Either drag and drop a file into the dotted document file area, or click it to browse your computer and locate the file.
4. Once the file is selected, fill out the details fields and then click CREATE DOCUMENT to finish
• Or click CREATE AND ADD ANOTHER to save the current file and immediately start the upload process for another.

1. Navigate to your connections page by clicking the PROS button on the upper left menu.
2. Begin by typing the person’s name or email address into the field in the Add a trusted partner card. If the professional already has a Stonevault account, their name will appear in the suggestions dropdown. Clicking their name will add them as one of your connected professionals, and their name and portrait will appear in the Manage your trusted partners card to the right of the search card.
3. If they’re not yet a Stonevault member, you can add them by clicking the REFER A NEW PROFESSIONAL button below the Add a trusted partner search field.
4. Enter their first and last names and email address and click SEND REFERRAL. They will receive a welcome email with instructions for how to register and set up their account.

1. Navigate to your document list by clicking on the DOCS button in the upper left menu.
2. Click the box on the left side of the document table to select a given document. Select multiple to share multiple documents.
3. Once you’ve selected every document you want to share, click the SHARE button along the bottom of the document list.
4. From the sharing menu, select from the list of your connected professionals with whom you want to share the document(s) and then click the SHARE button.

1. Navigate to your tabs menu by clicking on the DOCS button in the upper left menu.
• If your professional has opened a tab for you, a direct link to the tab’s detail page can be found via the notifications dropdown by hovering over the bell icon on the upper right of the screen.
2. The Tabs menu shows you all of your tabs through the history of your account, arranged in tables by Open, Settled, and Closed, and within those tables by professional, date, and amount. If you see no tables, you have not yet received any charges through Stonevault. Whew!
• Open tabs are outstanding tabs not yet paid
• Settled tabs are ones you’ve paid outside of Stonevault
• Closed tabs are ones you’ve paid through Stonevault
3. Click on a tab to view the tab’s description page. If the pro elected to add a description of the charges.
4. On the bottom of the tab detail page are the required fields to pay. Enter the relevant details and click the PAY TAB button to complete the transaction.

1. Navigate to your profile settings via the account dropdown, labeled SETTINGS, accessible from the menu button labeled with your full name in the upper right portion of the grey menu bar.
2. Your full profile and information can be viewed from the Profile Settings screen. To make changes to your personal or contact info, click the edit button, shown as a pencil icon in the upper right of each relevant field.
• Security-related options are visible beneath your profile picture, there you can update your signature, or change your password or security question.
3. Click the orange SAVE ACCOUNT INFORMATION button at the bottom of the profile settings area to save any changes you’ve made to your account.

1. Navigate to your connections page by clicking the PROS button on the upper left menu.
2. The ‘Manage your trusted partners’ card will be visible in the right side of the screen (lower part of the screen on mobile).
3. This field lists all of your currently connected pros and their access permissions.
4. TRUSTED STATUS indicates that they are currently connected with you, clicking it will remove their trusted status, and disable their access to any of the documents you’ve previously shared with them.
• You can reconnect with a pro at any time by using the Add a trusted partner card to the left (or at the top on mobile). Simply search for them by their name or email, and click to reestablish your connection with them, as well as their access to the specific documents they were previously shared on.
5. CAN EDIT PFS enables a professional to make changes to your Personal Financial Statement information.
• A PFS is a very comprehensive document chronicling your financial history and current status, and is required when applying for a loan. Stonevault simplifies the process of filling it out and getting it to any of your connected professionals, including loan representatives from your chosen bank. Click here to view a comprehensive guide on filling out your PFS.

1. Navigate to your document list by clicking on the DOCS button in the upper left menu.
2. Click the GENERATE PFS button on the upper right actions menu, below the top gray menu bar, to access the Personal Financial Statement page.
3. Any progress you make on updating the document is saved once you click the orange UPDATE bottom at the bottom of each field.
4. The final printable document is viewable via the orange PREVIEW AS DOCUMENT button at the top right of the page.

YOUR PERSONAL FINANCIAL STATEMENT is a very comprehensive document chronicling your financial history and current status, and is required when applying for a loan. Stonevault simplifies the process of filling it out and getting it to any of your connected professionals, including loan representatives from your chosen bank.