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