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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