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Manage Your Team
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
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?
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How to configure Email Notification Preferences?
How to manage your security settings?
How to switch from my personal vault to an Admin portal?