Template Management 4

• The Template Management Tool
• How to organize your Custom Folders and create Taxonomy Templates?
• How to assign a Folder Structure Template to a new vault?
• How to Manage Custom Folders

Corporate Vault 2

• What is a Corporate Vault?
• Managing Collaborators in the Corporate Vault

File Upload Request Link 3

• File Upload Request Type
• How to Use the File Upload Request Link Inside a Vault
• Different Use Cases for File Upload Request Links

In Review 1

• Ability to Review and Publish Documents

Expiring Documents 2

• Centralized Expiry Management Document
• Managing Expiry Dates for Documents in a Vault

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 4

• How to Add a Trusted Collaborator to a Client Vault
• How to Manage Trusted Collaborators in a Client Vault
• Viewing and Managing Folder Access Permissions for Collaborators
• How to Share Multiple Files via Secure Link

Global Folder 3

• What is a Global Folder?
• How to Set Up and Manage Global Folders
• How to Add a Level 3 Folder Under a Global 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?

Banner Folder 1

• How to activate the Banner folder?

AI & LLM Features 1

• How to Use AI-Powered Data Extraction