Administrators & Representatives
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How Administrative Users Manage Email Alerts from Client Vault Uploads
Roles: Administrator, Representative | Portal Type: 2-Tier, 3-Tier This gu...
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How to Send an Activation Email to your Clients?
Roles: Administrators and Representatives with permission can perform these ...
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How to Rename a Vault
This article explains how Admins and Representatives can rename an existing ...
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How to Share Multiple Files via Secure Link
This is a Step-by-Step Guide to Sharing Files with Secure Links. This tool a...
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How to Create a Vault?
TABLE OF CONTENTS Manually Create Vaults Step 1: Go to your Vault List on...
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How to add a Global Collaborator?
Info! Only available on Two-Tier portals If your organization needs to gran...