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...