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 ...