
Administrators & Representatives
Click to explore more!
-
How to Manage Trusted Collaborators in a Client Vault
Administrative users (Admins or Reps at any Tier) can manage Trusted Collabo...
-
How to Add a Trusted Collaborator to a Client Vault
Administrative users (Admins or Reps at any Tier) can add Trusted Collaborat...
-
How to Share Multiple Files via Secure Link
This is a Step-by-Step Guide to Sharing Files with Secure Links. This tool a...
-
How to Assign or Remove Your Main Contact Card in Client Vaults
Assigning a Main Contact Card to your clients’ vaults keeps your branding to...
-
How to Use AI-Powered Data Extraction
The AI Data Extraction tool allows you to automatically pull structured d...
-
Set Mandatory MFA for Users in Your Vault System
Enhance account security by Setting MFA as Mandatory for internal users, cli...