The 14-day trial: a day-by-day plan

Fourteen days is enough to learn a great deal about where sensitive data lives in your office, but only if you use them on purpose. Here is a day-by-day plan that moves from one computer to the whole office, then to a decision. A card is required to start, and it is never charged automatically. The 14 days start when you add your first computer, and when they end you choose a plan. The trial is the full product at the Firm plan's limits, so count your computers and locations as you go: they decide which plan you need afterwards.

Days 1 to 2: one machine, one hour

Day 1. Sign up at /trial/ and add one computer, preferably the busiest (adding it starts the 14 days): download one file from Add a computer, run it and sign in with your account. Nothing is installed and no administrator account is needed. On Windows the file is not code-signed yet, so SmartScreen may warn you; choose "More info", then "Run anyway". The steps are in the setup guide.

Point the agent at the folders people actually use, such as Documents, Desktop and Downloads, and let the full scan run. What to expect in the first hour covers what you will see.

Day 2. Open the dashboard and look at the top-ranked findings. Confirm a handful by hand. Make a note of any false alarms so you know what the noise looks like.

Days 3 to 5: widen the circle

Add the shared working folder, the scanner output folder and the synced OneDrive or Google Drive folder. Plug in any external or USB backup disks you can find and scan them one at a time. Then add the next two or three computers, starting with the front desk. Count your machines as you go, because your plan will depend on that number.

Days 6 to 8: review with your team

Look at the by-computer and by-data-type views. Ask the people who use the busiest machines why the flagged files exist. Usually the answer is convenience: an export saved once and never removed. Decide on three or four simple rules, such as "scanned IDs go in the secure folder, never the desktop."

Days 9 to 11: try one clean-up

Pick one folder or one computer and clean it up. MyVaultMate moves or deletes nothing on its own, so you or your IT provider decide and do that work. Then press Scan now on the computer's page in the dashboard (it starts within about a minute), or wait for the next scheduled scan, and check that those findings are gone. This is the most useful test in the whole trial, because it shows the full loop: find, fix, confirm. Comparing the new report with your first one shows the progress (the dashboard keeps only the newest 25 scans per computer, so download the first report on day one). See scan schedules to choose a pace that suits your office.

Days 12 to 13: get the report and decide

Generate the PDF exposure report and read it with the people who will own the follow-up. The report guide explains each section. Then work through your decision:

1. How many computers and locations do you really have? Compare against Office, Practice and Firm at /pricing/.
2. Did the findings turn up things worth fixing?
3. Will someone own the weekly dashboard check?
4. Would you prefer monthly or yearly billing? Read how billing works.

Export anything you want to keep as a file. The dashboard exports to PDF, CSV and XLSX.

Day 14 and what happens next

We email a reminder 3 days before the trial ends. On day 14, scanning pauses and the dashboard, the program and an email ask you to choose a plan and monthly or yearly billing. Nothing is charged until you choose; then the subscription renews until you cancel. If you never choose one, the account stays paused for six months, then it is closed and its scan data deleted. You can export your findings to PDF, CSV and XLSX at any time.

If you only have a few hours

A busy office may not manage a full plan. If so, do this minimum: add one computer, scan the three most-used folders, read the top ten findings, clean up one folder, and re-scan. That alone shows you the whole workflow. You can also call (775) 229-2579 with questions at any time during the trial.