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 5

• Understanding the folder types
• Creating your folder structure (Company Taxonomy)
• Creating your Suggested Documents
• 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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