Template Management 4

• 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

Corporate Vault 1

• What is a Corporate Vault?

Global Folder 2

• What is a Global Folder?
• How to add a folder level 3 under a Global folder?

Banner Folder 1

• How to activate the Banner folder?

Private Folders 3

• How to Enable the Private Folders Section?
• How to Create a Private Folder Level 3+ Folder?
• How to Upload a Private Document?

OBA Folder 1

• How to Request OBA Folders to be Enabled into Portals?

In Review 1

• Ability to Review and Publish Documents

Checklists 5

• 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 2

• How to Add a Third Party Collaborator (Trusted Advisor)
• How to add a Global Trusted Advisor?