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How to create your team
How to create clients' vaults
How to edit the permission of your Representatives
How to assign a Representative to a Vault
How to access to your Account Settings
Send Activation Emails to your clients
How to access a client's vault?
How to upload documents into a client's vault
How to view a document into your client's vault
Creating a Checklist
Assigning a checklist to your clients
Distributing a Document to one or many clients
Webinar Series: Admin Portal 101
On Demand - What is the Portal?
On Demand - Sharing Documents
On Demand - Collaborating
On Demand - Corporate Vault
On Demand - Tips & Tricks