Recent articles

• Assign Quick Links Templates

  Roles: Administrator, Representative | Portal Type: 2-Tier, 3-Tier | Availability: Ena...

• How to Create a Quick Links Template

  Create a Quick Links Template | FutureVault Roles: Administrator, Representative | Por...

• Grant Quick Links Permissions

  Roles: Administrator, Representative | Portal Type:  2-Tier, 3-Tier | Availability: En...

• Quick Links Overview

  Roles: Administrator, Representative | Portal Type: 2-Tier, 3-Tier | Availability: Con...

• Administrator User

  Roles: Administrator | Portal Type: All Portals For an overview of all user types ava...

• How to Upload Documents Inside a Vault?

  Roles: Administrator, Representative | Portal Type: All Portals Administrative Users ...

• How to Share Multiple Files or Folders via Secure Link

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

• How to Manage Email Notifications for a Vault Owner

  Roles: Administrator, Representative / Vault owner | Portal Type: 2-Tier, 3-Tier Admi...

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

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