Recent articles

• How to assign a Folder Structure Template to a new vault?

  To assign a predefined folder structure follow these steps while creating a vault: 1...

• How to Add Administrator or Representative Users?

  Attention! Multi-tiered portal: add your team members as Administrators before you pro...

• How to Resend an Activation Email?

  If your Administrator or Representative did not receive the activation email, you can ...

• How to Assign a Representative to the Vault?

  By default, Admins have access to all vaults within the system. However, permissions c...

• How to Deactivate/Reactivate a User?

  You can deactivate or reactivate administrators and representatives from the 'User...

• How to Manage your Security Settings?

  Step-by-step guide on how to manage your Security settings Change your password Ste...

• How to Switch from my Vault to an Admin Portal?

  If you are part of an Enterprise portal (3-Tier), you may have a Vault and access to a...

• Managing Expiry Dates for Documents in a Vault

  Managing expiry dates for documents inside a vault ensures that you can take action on...

• Centralized Expiry Management Document

  Seamlessly incorporated into Vault, Expiring Documents offers the following standout c...