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About Template Management tool
How to manage the Custom Folders?
How to organize your Custom Folders and create Taxonomy Templates?
How to assign Taxonomy/Folder Template to a new client vault?
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+?
How to upload a Private Document?
How to request OBA Folders to be enabled into portals?
How to create a checklist?
How to assign a checklist to your clients?
How to unassign a checklist
How to edit a checklist template?
How to Assign or Unassign a Contact (Trusted Advisor) to a Checklist Item
See all 6 articles
Dynamic Document Distribution
How to use the Distributed Documents tool?
How to edit recipients to a document already distributed?
How to replace a document?
How to delete a document that's been distributed
How to review the document history
Collaboration with clients contacts
How to add a Trusted Advisor?
How to add a Global Trusted Advisor?