The Future of Online Storage
Navigating the System
(MorganWhite Lockbox was created with simplicity of navigation in mind)
• There are folders on the • Not every MorganWhite
left hand side of the Lockbox member will
screen in which you can use every option in
add or delete these topic areas.
information as you However, there is no
choose. limit on the number of
items you enter in a
particular topic. (ex: 15
life policies or 30
watches)
Topics of Securely
Stored Information
• Account Information The Menu is organized into
• Insurance folders, subfolders and
documents. These are
• Real Estate indicated by the icons
• Personal Property associated with an item in
• Financial the Menu.
• Retirement Accounts
EX: Insurance – Personal – Life
• Professional Contacts
Insurance would be the folder
• Important Documents Personal would be the
• Health subfolder
• Travel Registry Life would be the document
• Email Reminders
LOCKBOX NAVIGATION
• To navigate through the Lockbox, use the Menu on the left hand side of the screen.
• To get back to this Welcome Page, click on the top item in the menu, "MorganWhite
Lockbox“.
• Clicking on the "+" next to an item folder opens the folder and expands the item to show more
• options or the information entry page. Some options may have several subfolders. Continue
clicking on the "+" to complete expand. When a folder is opened, the "+" changes to a "-"
(minus). You can close a folder by clicking on the "-" (minus).
• Clicking on a closed folder icon opens the folder, expanding the options and navigates to a
page associated with that folder. The page is displayed in the right frame.
• Clicking on a document icon or the menu item name navigates to a information entry page
associated with the selected menu item.
• As you open a document to enter information, you will see at the top of the page an
information bar that indicates what part of the Lockbox you have entered. For example, if
you click on the following menu items ...
• Insurance
Personal
Life
The page that is opened will have the following indication at the top.
Navigation Questions
• If you have questions • QUESTIONS ARE
about the Lockbox or SUBMITTED BY
how it works you can CLICKING THE CONTACT
always click one of the US TAB AND THEN
seven links across the CLICKING ON THE
top banner to find your FOLLOWING BOX:
answer.
• If the answer is not
there please submit a
question which we will
respond to promptly.