Recent articles

• How to add documents to multiple locations?

  This feature allows a document to appear in multiple folders, but the document is sto...

• Viewing and Managing Folder Access Permissions for Collaborators

  As an administrative user, managing access permissions is a crucial part of maintainin...

• How to Add and Manage Co-Owners?

  Info! By default this feature is disabled, if you would like to try this features cont...

• Understanding the Primary, Co-owner and Collaborators Experience

  Here is a table to help understand the client, Co-owner and Collaborators experience w...

• How to Transfer Files Between Vaults

  Transferring files between vaults is a powerful way to efficiently organize and manage...

• How to Add Administrator or Representative Users?

  Attention! Multi-tiered portal: add your team members as Administrators before you pro...

• How to Change Vault Types?

  FutureVault allows administrative users to define vaults as Individual, Household,...

• How to Set Up and Manage Global Folders

  The Global Folders feature simplifies sharing key documents across all client vaults, ...

• How to Add a Level 3 Folder Under a Global Folder?

  The Global Folder feature allows companies to share generic documents to all the clien...