Recent articles

• General Layout

  In all portals, users will find this general layout Main Menu Enterprise Portal Ad...

• How to Activate Account for Administrator and Representative?

  Attention! You will be required to input the temporary password TWICE during the activ...

• Examples of Platform Branding

  If you are struggling to come up with what you want your platform to look like, don...

• Advance Features for Administrative Portals

  You will have some Advance features available depending on your user role Checklist ...

• Basic Features of a Vault

  All client portals/vaults have the same main features: Table of contents Reminders...

• What is a Vault?

  It is a cloud-only storage place where users can store files and share them with colla...

• What type of portal do you have?

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

• What is a Global Folder?

  With this tool, you can have folders with standardized documents, like welcome package...

• How to create a vault?

  Manually Create Vaults Step 1: Go to your Client List on the main menu and click “A...