Submit a ticket
Partners Help Center
Enter your search term here...
How to create your team?
How to create clients' vaults?
How editing the permission of your Representatives?
How to assigned 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
Tips & Tricks (Upcoming)