Recent articles

• How to Manage Email Notifications for a Vault Owner

  Roles: Administrator, Representative / Vault owner | Portal Type: 2-Tier, 3-Tier Admi...

• How to Assign or Unassign a Trusted Collaborator from a Checklist

  If you want to Assign or Unassign a Contact (Trusted Collaborator) from a Checklist, f...

• Step 2 - Verification process

  Now that you have a better understanding of the problem, you need to verify the basic ...

• How to Activate your Account (Administrator or Representative)?

  Roles: Administrator, Representative | Portal Type: All Portals When an Administrato...

• How to Switch Between your Vault and Portal

  Roles: Administrator, Representative | Portal Type: 2-Tier, 3-Tier If you are: A ...

• How Administrative Users Manage Email Alerts from Client Vault Uploads

  Roles: Administrator, Representative | Portal Type: 2-Tier, 3-Tier This guide explai...

• How to Send an Activation Email to your Clients?

  Roles: Administrators and Representatives with permission can perform these actions.  ...

• How to Rename a Vault

  This article explains how Admins and Representatives can rename an existing vault. Ren...

• How to Share Multiple Files via Secure Link

  This is a Step-by-Step Guide to Sharing Files with Secure Links. This tool allows you ...