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About your Portal
What type of portal do you have?
What is a Vault?
Basic Features of a vault
Advance Features for Administrative portals
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How to activate account for administrator and representative?
Understanding basic folder types
Creating your folder structure (Company Taxonomy)
Planning your Document flow
Types of Users
What are the different user types in your Portal?
VaultHolder / Vault's owner
Trusted Advisor (Collaborators)
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