Recent articles

• Set up your Branded Platform

  Your platform's look and feel are just as powerful as the value offered by your f...

• What is a Global Folder?

  With this tool, you can have folders with standardized documents, like welcome package...

• How to assign Taxonomy/Folder Template to a new client vault?

  To assign a predefined folder structure (Taxonomy Template) follow these steps while c...

• How to create clients' vaults?

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

• How to organize your Custom Folders and create Taxonomy Templates?

  Info! Only available in 4X After you created and group your custom folders you can or...

• How to manage the Custom Folders?

  Info! Only available in 4X. Under Template Management, click on the "Custom Fold...

• About Template Management tool

  Info! Only available in 4X Template management is a great tool to define a pool of Le...

• Distributing a Document to one or many clients

  Only available on the Legacy version (V3)

• How to use the Distributed Documents tool?

  With the Distributed Documents tool, you can send one or more documents to one or all ...