Recent articles

• How to Deactivate/Reactivate a User?

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

• How to Add a Third Party Collaborator (Trusted Advisor)

  You can help your client by adding Trusted Advisor access to the company folders. To d...

• How to Add a Contact in your Client's Vault?

  You can add contacts from different places in your Vault. You can set reminders, share...

• How to Assign or Unassign a Trusted Advisor from a Checklist

  If you want to Assign or Unassign a Contact (Trusted Advisor) from a Checklist, follow...

• How to Create a Checklist?

  You can request multiple documents from Clients or assign a task to them using this to...

• Ability to Review and Publish Documents

  Administrators can now upload documents to Vaults for review without publishing them b...

• How to Request OBA Folders to be Enabled into Portals?

  If you are an administrative user of a portal inside a 3-Tiers system, and this featur...

• 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 Enable the Private Folders Section?

  Companies can have one true location to all documents related to clients in one locati...