About your Portal 9

• Understanding Portal Types in FutureVault
• Understanding the General Layout of the Administrative Portal and Client Vault
• What is a Vault?
• Basic Features of a Vault
• FutureVault Features Overview: Dashboard, AI, and More for Efficient Management

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Manage Account 1

• How to Activate Account for Administrator and Representative?

Onboarding 4

• Understanding Basic Folder Types
• Creating your Folder Structure (Company Taxonomy)
• Planning your Document flow
• Marketing Package

Types of Users 6

• What are the Different User Types in your Portal?
• Administrator User
• Representative User
• VaultHolder / Vault's Owner
• Trusted Advisor (Collaborators)

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