Recent articles
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General Layout
In all portals, users will find this general layout Main Menu Enterprise Portal Ad...
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How to Activate Account for Administrator and Representative?
Attention! You will be required to input the temporary password TWICE during the activ...
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Examples of Platform Branding
If you are struggling to come up with what you want your platform to look like, don...
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Advance Features for Administrative Portals
You will have some Advance features available depending on your user role Checklist ...
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Basic Features of a Vault
All client portals/vaults have the same main features: Table of contents Reminders...
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What is a Vault?
It is a cloud-only storage place where users can store files and share them with colla...
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What type of portal do you have?
In FutureVault, you can have a double-level portal or a multi-level portal. Profess...
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What is a Global Folder?
With this tool, you can have folders with standardized documents, like welcome package...
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How to create a vault?
Manually Create Vaults Step 1: Go to your Client List on the main menu and click “A...