For added security, you have the ability to assign separate passphrases to each document in your Digital Vault. Members of your Family Office can also be given selective access to the documents in your Vault, ensuring that they see only what you want.

Summitas Digital Vault supports the following browsers:

On Mac

• Safari 9.0 or greater
• Firefox 38.0 or greater

On PC

• Internet Explorer 9.0* or greater (Version 11 preferred)
• Firefox 38.0 or greater

* Microsoft announced that as of January 12th, 2016 it is no longer supporting and providing updates for their Internet Explorer web browser versions 8, 9, and 10. This means that if there are any new security vulnerabilities or bugs discovered, Microsoft will not be creating fixes for them. We thus recommend you upgrade to Internet Explorer version 11. For more on this announcement, please follow this link:

https://www.microsoft.com/en-us/WindowsForBusiness/End-of-IE-support

Even though Summitas currently supports Internet Explorer 9 or greater, we believe you should upgrade to the latest version to insure an optimal user experience.

PLEASE NOTE: Other browsers such as Microsoft Edge (Windows 10 only) and Google Chrome can be used to browse our site but you will not be able Upload or Download content within the Digital Vault as Java is not supported in these browsers.  We are working hard to add these browsers to our supported list in the near future.

Average: Combining two words or a passphrase of approximately 8 to 10 characters, such as "sevensummitas?" or "himalaya".

Good: Combining special characters and numbers, such as "$makalu44?" or "!Anna$Purna".

Strong: Combining uppercase and lowercase letters and intermingling special characters, such as "$LhosTe" or ?"@Ka%me#t3".

If you would like to grant access on a per document basis, left click on a specific "Document Title" and select "Edit".  Select specific members by clicking on a checkbox to the left of the members name and Adjust permissions accordingly. The specified Permissions will now pertain only to that document.

• Private Messages are free with your membership subscription and provide a convenient means of communicating instantly and privately with other Summitas subscribers without using email. All Private Messages are encrypted.
• Secure Email can be sent to anyone. Including the word "encrypt" anywhere on the subject line of the email message will encrypt email messages and attachments.

1. Go to "My Account" and select the "Subscription" tab.
2. Under Secure Email, click on the "Activate" radio button, click "Save," and follow the instructions.
3. Go to your Family Office and click the Secure Email icon to open your Summitas Secure Email account.

1. Go to "My Account" and select the "Subscription" tab.
2. Under Secure Email, click on the highlighted word "EDIT" (next to "Additional Email Accounts Purchased."
3. Select the members you wish to gift email accounts to by checking the boxes under "Option" in the table.
4. After you Save your selections, your members will be notified of your gift. You can  check on the status of their email account by returning to EDIT and reading the Status and Email ID indicators in the table.

Regular mail is accessed via the Summitas Secure Email button in your Family Office. To send encrypted mail, include the word "encrypt" anywhere on the subject line.

Summitas recommends storing decrypted attachments in your Digital Vault.

• Google's information security team includes some of the world's foremost experts in information, application, and network security; they are focused on keeping your information safe.
• Google itself, as well as many corporate customers, trust Google's email system with highly sensitive corporate data.
• Google applications are built from the ground up with security in mind. Google applications go through multiple security reviews as part of the Secure Code development process.
• Google's application development environment is closely restricted and carefully monitored to maximize security. External security audits are also regularly conducted to provide additional assurance.
• Summitas Secure Email is based on Google Apps. Google Apps data is fractured and obfuscated across multiple servers and disks, making it human-unreadable.
• Summitas Secure Email data is replicated in multiple data centers for redundancy and consistent availability. To reduce exploit risks, each Google server on which Summitas Secure Email is stored is custom-built with only the necessary software components, and Google's homogeneous server architecture enables rapid updates and configuration changes across the entire network when necessary.

• Google hosts Summitas Secure Email and the Summitas Secure Email Encryption Center.
• Secure Email is based on Google Apps, which are enhanced versions of Google's suite of communication and collaboration applications designed for corporate customers.
• Google postini services provide spam and virus filtering.
• Zixcorp (Zix Corporation) technology is used for encrypting email and attachments. Zix Corporation is the market leader for email encryption services.

• Summitas Secure Email integrates encryption technology that cannot be purchased by individuals.
• Summitas Secure Email provides 25 GB of space per user--enough to hold hundreds of thousands of emails and attachments.
• Summitas Secure Email is based on Google Apps. Google Apps is for business and is comprised of enhanced versions of Google's best messaging and collaboration applications.
• Your Summitas Secure Email account uses a name@summitas.com address so that Summitas IT administrators can better serve you.
• Your Secure Email account uses a single sign-on technique that makes it easy to access your Secure Email account via your Summitas Virtual Family Office.

When prompted to Switch Accounts, you may want to consider opting for the "Sign In as YourID@summitas.com. Sign out of the other account" option provided. With this option, you will be directed to Summitas Secure Email and be able to access the full functionality and added security that our platform provides.  If you wish to enable Multiple Sign-Ins you may do so and can learn more about this point from Google here or through the link http://support.google.com/accounts/bin/answer.py?hl=en&answer=181599.

A private forum is an invitation-only group discussion that is controlled by the person who created the forum. A public forum is a group discussion that is open and visible to all Summitas members. A family forum is a group discussion that exists entirely within a member's Office and is restricted to office members.

1. Go to My Account by clicking on "My Account" at top of page.
   
2. Under the "View" tab, check the boxes next to the profile items you wish to make public.
   
3. Click "Save" to save your changes.

1. Go to My Account by clicking on "My Account" at top of page.
2. Under the "Profile" tab, click "EDIT" to the right of Password.
   
3. Enter your new password in the New Password and Confirm Password fields.
   
4. Click "Save" to save your changes.

1. Go to My Account by clicking on "My Account" at top of page.
   
2. Under the "Profile" tab, click "EDIT" to the right of Email.
   
3. Enter your new email address in the Email and Confirm Email fields.
   
4. Click "Save" to save your changes.
   

1. Go to My Account by clicking on "My Account" at top of page.
   
2. Under the "Profile" tab, click "EDIT" to the right of Display Name.
   
3. Enter your new Display Name in the Display Name field.
   
4. Click "Save" to save your changes.

Note: when you change your Display Name, all previous mentions of your old Display Name will be replaced with your new Display Name.

1. Go to My Account by clicking on "My Account" at top of page.
2. Under the "Profile" tab, click "EDIT" to the right of Family Office Name.
3. Enter your new Family Office Name in the Family Office Name field.
4. Click "Save" to save your changes.

Note: The word "Family" is appended to the end of your Family Office name to distinguish it from your Personal Office. Personal Offices are named automatically using your Display Name appended with the word "Personal."

1. Go to My Account by clicking on "My Account" at top of page.
   
2. Under the "Profile" tab, click "EDIT" to the right of Profile Picture.
   
3. Click "Browse" next to "Upload Picture," to select a picture on your computer.
   
4. Click "Save" to save your changes.

1. Go to My Account by clicking on "My Account" at top of of page.
2. Under the "Profile" tab, click "EDIT" to the right of Profile Picture.
   
3. Check the "Delete current picture" box.
   
4. Click "Save" to save your changes.

1. Go to My Account by clicking on "My Account" at top of of page.
   
2. Under the "Profile" tab, click "EDIT" to the right of Biography or Interests.
   
3. Edit the text in your Biography or Interests.
   
4. Click "Save" to save your changes.

1. Go to My Account by clicking on "My Account" at top of of page.
   
2. Under the "Office" tab, check the boxes under Family Office Notification for the email notifications you wish to disable.
   
3. Click "Save" to save your changes.

1. Go to My Account by clicking on "My Account" at top of of page.
   
2. Under the "Office" tab, check the radio button under Digital Vault for the encryption option you want as your default (this can be overridden at the time your store documents in your vault).
   
3. Click "Save" to save your changes.

1. Go to My Account by clicking on "My Account" at top of page.
   
2. Under the "Subscription" tab, check the radio button next to Family Office or Participating Family Office (under "Summitas Membership") to change your account type.
   
3. Click "Save" to save your changes.

1. Go to My Account by clicking on "My Account" at top of of page.
   
2. Under the "Subscription" tab, check the radio button next to Cancel Membership (under "Summitas Membership") to cancel your account type.
   
3. Click "Save"
   
4. Check the radio button next to Suspend (to preserve your account data for 90 days in case you wish to reactivate), or Delete (to permanently delete your account, all family office data, and all documents stored in your Digital Vault)
   
5. Click "Save" to save your changes.

1. Go to My Account by clicking on "My Account" at top of of page.
   
2. Under "Summitas Membership") click the word "EDIT" next to Additional Memberships Purchased.
   
3. Select the total number of memberships you wish to purchase. The current number of members is displayed in the box. By increasing the number, you are purchasing additional memberships. By decreasing the number, you can return memberships previously added so long as they are not in use.
   
4. Click "Save" to save your changes.

1. Go to "My Account" and select the "Subscription" tab.
2. Under Secure Email, click on the "Activate" radio button, click "Save," and follow the instructions.
   
3. Go to your Family Office and click the Secure Email icon to open your Summitas Secure Email account.

1. Go to "My Account" and select the "Subscription" tab.
2. Under Secure Email, click on the highlighted word "EDIT" (next to "Additional Email Accounts Purchased."
3. Select the members you wish to gift email accounts to by checking the boxes under "Option" in the table.
4. After you Save your selections, your members will be notified of your gift. You can check on the status of their email account by returning to "EDIT" and reading the Status and Email ID indicators in the table.

1. Go to "My Account" and select the "Subscription" tab.
   
2. Under Secure Email, click on the "Inactivate" radio button.
   
3. Click "Save" to save your changes.

1. Go to "My Account" and select the "Subscription" tab.
   
2. Under Secure Email, click on the word "EDIT" next to Additional Email Accounts Purchased.
   
3. Uncheck the boxes under "Option" for the Member names for whom you wish to cancel Secure Email.
   
4. Click "Save" to save your changes.

1. Go to "My Account" and select the "Subscription" tab.
   
2. Under "Total" (near the bottom of the screen), click on "Update Credit Card Information."
   
3. Edit your Credit Card and/or Billing Information.
   
4. Check the boxes under Credit Card and/or Billing Information to signify you wish to change the respective information.
   
5. Click "Save" to save your changes.