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The Template Management Tool
How to organize your Custom Folders and create Taxonomy Templates?
How to assign Taxonomy/Folder Template to a new client vault?
How to Manage Custom Folders
What is a Corporate Vault?
What is a Global Folder?
How to add a folder level 3 under a Global folder?
How to activate the Banner folder?
How to Enable the Private Folders Section?
How to Create a Private Folder Level 3+ Folder?
How to Upload a Private Document?
How to Request OBA Folders to be Enabled into Portals?
Ability to Review and Publish Documents
How to Create a Checklist?
How to assign a checklist to your clients?
How to edit a checklist template?
How to delete a checklist
How to Assign or Unassign a Trusted Advisor from a Checklist
Collaboration with clients contacts
How to Add a Third Party Collaborator (Trusted Advisor)
How to add a Global Trusted Advisor?