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  3. Portal Features

Portal Features

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?

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