Recent articles

• How to send an activation email to your clients?

  Info! Administrators users only can perform this actions.  With your portal, you can ...

• How to add a Global Trusted Advisor?

  Info! This feature is NOW available in version v4 Let's say if you have the same...

• Understanding basic folder types

  Folders are organized in a tree structure of nested folders. You can predefined the fi...

• How to Clone an Existing Representative?

  If you want to create a new Representative user that can mirror the same client list +...

• How to create clients' vaults?

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

• How to upload a Private Document?

  If you have a Private folder tools enabled, you can access the vault you would like to...

• How to create a Private Folder level 3+?

  Administrative user cannot delete or created level 1 or 2 folders. However, if you wou...

• How to enable the Private Folders section?

  Now companies can have one true location to all documents related to clients in one lo...

• 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...