Recent articles
-
Ability to Review and Publish Documents
Administrators can now upload documents to Vaults for review without publishing them b...
-
Understanding Basic Folder Types
Folders are organized in a tree structure of nested folders. You can predefined the fi...
-
How to Create a Vault?
Manually Create Vaults Step 1: Go to your Client List on the main menu and click ...
-
How to Activate Account for Administrator and Representative?
Once a User is created on the Admin Portal, the system will be sent an activation emai...
-
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...