Recent articles

• How to edit vault name or email address?

  Once the vault is created you can still edit the name of the vault and if the vault is...

• On Demand - Corporate Vault

  This session will discuss what the corporate vault is and how you can utilize it as a ...

• How to add Administrative/Representative users?

  Attention! In a multi-tiered environment, please add your team members as Administrato...

• How to send an activation email to your clients?

  With your portal, you can decide if you want to send the activation email when you are...

• How to create clients' vaults?

  Step-by-step guide: Manually Create Vaults Step 1: Go to your Client List on the...

• How to deactivate/reactivate a user?

  You can deactivate/reactivate the users i.e. the administrators and representatives fr...

• Basic Features of a vault

  All client portals/vaults have the same main features: TABLE OF CONTENTS Reminders ...

• General Layout

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

• How to replace a document?

  With this tool, you could replace a document that was already sent. Some use cases for...