Recent articles
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How to send an activation email to your clients?
Info! Administrators users only can perform this actions. With your portal, you can ...
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How to add a Global Trusted Advisor?
Info! This feature is NOW available in version v4 Let's say if you have the same...
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Understanding basic folder types
Folders are organized in a tree structure of nested folders. You can predefined the fi...
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How to Clone an Existing Representative?
If you want to create a new Representative user that can mirror the same client list +...
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How to create clients' vaults?
Manually Create Vaults Step 1: Go to your Client List on the main menu and click “A...
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How to upload a Private Document?
If you have a Private folder tools enabled, you can access the vault you would like to...
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How to create a Private Folder level 3+?
Administrative user cannot delete or created level 1 or 2 folders. However, if you wou...
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How to enable the Private Folders section?
Now companies can have one true location to all documents related to clients in one lo...
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How to request OBA Folders to be enabled into portals?
If you are an administrative user of a portal inside a 3-Tiers system, if this feature...