About your Portal 9

• What Type of Portal do you Have?
• General Layout
• What is a Vault?
• Basic Features of a Vault
• Advance Features for Administrative Portals

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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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