How to Create Your RecordVault Express Account

Creating a RecordVault Express account requires company information, primary contact details, acceptance of the Terms and Conditions, communication preferences, and a password.

Before You Begin

Have the following information available:

• Company name
• Industry
• Business address
• Work email address
• Phone number
• Contact name

Note: Billing information is collected later during checkout.

Step 1: Enter Company Information

Complete the required company fields:

• Company Name
• Industry

Complete the required primary contact fields:

• First Name
• Last Name
• Work Email Address
• Phone Number

Complete the company address fields:

• Street Address
• Address Line 2, if applicable
• City
• State
• ZIP Code

Step 2: Review Terms and Conditions

1. Review the Terms and Conditions.
2. Review the Privacy Policy.
3. Select the checkbox indicating acceptance.

You must accept the Terms and Conditions before proceeding.

Step 3: Choose Communication Preferences

You may optionally subscribe to product updates, helpful tips, and marketing communications. This preference can be changed or removed later.

Step 4: Continue Registration

1. Verify all information is accurate.
2. Select Continue.

Your company profile is created, and you are prompted to create your account password.

Common Questions

Why do I need to enter my company address?

Your company information is used during account creation and package setup. Billing details are collected separately during checkout.

Can I use a personal email address?

Using a work email address associated with your business account is recommended.

Troubleshooting

If the Continue button is not available, verify that all required fields marked with an asterisk are completed, State and Industry were selected from the dropdown lists, and the Terms and Conditions were accepted.

Next Steps

1. Create your account password.
2. Configure your payroll or HCM system.
3. Select your package.
4. Review your setup choices.
5. Complete checkout.