Recent articles
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How to Deactivate/Reactivate a User?
You can deactivate/reactivate the users i.e. the administrators and representatives fr...
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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...
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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...
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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...
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How to Create a Checklist?
You can request multiple documents from Clients or assign a task to them using this to...
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Ability to Review and Publish Documents
Administrators can now upload documents to Vaults for review without publishing them b...
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How to Request OBA Folders to be Enabled into Portals?
If you are an administrative user of a portal inside a 3-Tiers system, and this featur...
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How to Upload a Private Document?
If you have a Private folder tools enabled, you can access the Vault you would like to...
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How to Enable the Private Folders Section?
Companies can have one true location to all documents related to clients in one locati...