Recent articles

• How to upload documents into a client's vault
• How to assign a Representative to a Vault
• How to edit the permission of your Representatives
• How to create clients' vaults
• How to create your team
• How to configure Email Notification Preferences?

  If you are an Administrator or a Representative, you can get email notifications when ...

• On Demand - Tips & Tricks

  This last session covers some tips & tricks that our team uses daily to help you s...

• What type of portal do you have?

  In FutureVault, you can have a double-level portal or a multi-level portal.  Profess...

• Planning your Document flow

  To ensure the engagement of all the parties, we suggest planning your document flow. D...