Recent articles

• How to Activate your Account (Administrator or Representative)?

  Roles: Administrator, Representative | Portal Type: All Portals When an Administrato...

• How to Switch Between your Vault and Portal

  Roles: Administrator, Representative | Portal Type: 2-Tier, 3-Tier If you are: A ...

• How Administrative Users Manage Email Alerts from Client Vault Uploads

  Roles: Administrator, Representative | Portal Type: 2-Tier, 3-Tier This guide explai...

• How to Send an Activation Email to your Clients?

  Roles: Administrators and Representatives with permission can perform these actions.  ...

• How to Rename a Vault

  This article explains how Admins and Representatives can rename an existing vault. Ren...

• How to Share Multiple Files via Secure Link

  This is a Step-by-Step Guide to Sharing Files with Secure Links. This tool allows you ...

• How to Create a Vault?

  TABLE OF CONTENTS Manually Create Vaults Step 1: Go to your Vault List on the main ...

• How to add a Global Collaborator?

  Info! Only available on Two-Tier portals If your organization needs to grant the same...

• Understanding Portal Types in FutureVault

  FutureVault offers a flexible platform designed to meet the diverse needs of organizat...