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Getting Started
Manage Your Team
5
How to Add Administrator or 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
17
How to Restore Deleted Documents or Permanently Delete them?
How to Create a Vault?
Adding a Co-Owner to a Vault
How to Edit a Vault Name or Email Address?
How to Upload Documents Directly to a Vault?
See all 17 articles
Account Settings
2
How to Manage your Security Settings?
How to Switch from my Vault to an Admin Portal?