Recent articles

• How to Manage Trusted Collaborators in a Client Vault

  Administrative users (Admins or Reps at any Tier) can manage Trusted Collaborators onl...

• How to Add a Trusted Collaborator to a Client Vault

  Administrative users (Admins or Reps at any Tier) can add Trusted Collaborators to a c...

• How to Share Multiple Files via Secure Link

  This is a Step-by-Step Guide to Sharing Files with Secure Links. This tool allows you ...

• How to Assign or Remove Your Main Contact Card in Client Vaults

  Assigning a Main Contact Card to your clients’ vaults keeps your branding top of mind ...

• How to Use AI-Powered Data Extraction

    The AI Data Extraction tool allows you to automatically pull structured data from d...

• Set Mandatory MFA for Users in Your Vault System

  Enhance account security by Setting MFA as Mandatory for internal users, clients, or a...

• How to View Document History

  Want to track every change made to a document? You can easily see all actions performe...

• How to Share a Direct Link to a Folder in the Vault

  Administrative users can share a direct link to a specific folder within a client vaul...

• How to Transfer Files Between Vaults

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