Administrators & Representatives
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Ability to Review and Publish Documents
Administrators can now upload documents to Vaults for review without publish...
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Understanding Basic Folder Types
Folders are organized in a tree structure of nested folders. You can predefi...
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How to Create a Vault?
Manually Create Vaults Step 1: Go to your Client List on the main menu an...
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How to Activate Account for Administrator and Representative?
Once a User is created on the Admin Portal, the system will be sent an activ...
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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...