DO NOT Save any of my data.
If you prefer to save and protect the information you’ve entered into this program yourself, select this option. With this option you will have to re-enter your information every time you return to the program. By following the instructions & tips below, you will be able to download a backup of your document data to your personal computer and then reload or IMPORT it when you need to. However, please carefully and completely read this page before you elect to use this method instead of the first so that you have a full understanding of what to expect if you assume this responsibility yourself.
This “Do-It-Yourself” method of saving your data will prevent the program from saving any of your document data on the Ultimate Protection Portfolio secure server. You will then be personally responsible for saving and storing your data if you wish to save it at all.
Instructions & Tips For Saving Your Data Yourself
1. Change the automatic “Save & Protect” feature to option C by following these steps:
* Make sure you are logged into the Ultimate Protection Portfolio/Will & Trust Kit.
* Click on the “Edit Profile” link at the top of any page.
* Under “Save & Protect Your Data”, check to see which option is selected A, B, or C.
* If the selection is C, the “Save & Protect” function is currently NOT saving any of your document data—you are done.
* If the selection is A or B, click on the ‘Change Setting’ button.
* Change your selection to option C and click the ‘Continue’ button. The “Save & Protect” feature should now be OFF.
2. Once you have turned the automatic saving feature to option C, this program will no longer store any of your document data.
3. If you wish to save your data, you will have to EXPORT BEFORE YOU EXIT the site. If you do not perform this export before you exit the site, your data will be lost.
4. Every time you visit this web site and make changes, you will need to perform the EXPORT if you wish to save those data changes.
5. If you return to the web site at a later date and have previously performed an EXPORT of data, you can IMPORT that data back into the system so that all your information will be reloaded.
6. If you plan to import data, you need to make sure you store the exported data in an area on your computer where you can find it again. Likewise, if you export data multiple times and save each data export separately on your computer, you will need to make sure you are importing the correct data file when you go through that process.
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