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Welcome!

About your Portal 9
  • Understanding Portal Types in FutureVault
  • Understanding the General Layout of the Administrative Portal and Client Vault
  • Understanding Digital Vault Types at FutureVault
  • Key Features of Client Portals and Vaults at FutureVault
  • FutureVault Features Overview: Dashboard, AI, and More for Efficient Management
See all 9 articles
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)
See all 6 articles

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