Template Management 4

• 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?

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+?
• How to upload a Private Document?

OBA Folder 1

• How to request OBA Folders to be enabled into portals?

Checklists 6

• 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 5

• 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 2

• How to add a Trusted Advisor?
• How to add a Global Trusted Advisor?