
Administrators & Representatives
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How to Deactivate/Reactivate a User?
You can deactivate/reactivate the users i.e. the administrators and represen...
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How to Add a Third Party Collaborator (Trusted Advisor)
You can help your client by adding Trusted Advisor access to the company fol...
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How to Add a Contact in your Client's Vault?
You can add contacts from different places in your Vault. You can set remind...
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How to Assign or Unassign a Trusted Advisor from a Checklist
If you want to Assign or Unassign a Contact (Trusted Advisor) from a Checkli...
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How to Create a Checklist?
You can request multiple documents from Clients or assign a task to them usi...
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Ability to Review and Publish Documents
Administrators can now upload documents to Vaults for review without publish...