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Getting Started

Manage Your Team 5
  • How to add Administrative/Representative users?
  • How to assign a representative to the vault?
  • How to resend an activation email?
  • How to deactivate/reactivate a user?
  • How to Clone an Existing Representative?
Manage your Client's Vaults 13
  • How to create clients' vaults?
  • How to edit vault name or email address?
  • How to upload documents directly to a vault?
  • How to send an activation email to your clients?
  • How to deactivate and reactivate your clients' vault?
See all 13 articles
Account Settings 3
  • How to configure Email Notification Preferences?
  • How to manage your security settings?
  • How to switch from my personal vault to an Admin portal?

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