Module 1 5

• 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

Module 2 4

• 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

Module 3 3

• Creating a Checklist
• Assigning a checklist to your clients
• Distributing a Document to one or many clients

Webinar Series: Admin Portal 101 5

• On Demand - What is the Portal?
• On Demand - Sharing Documents
• On Demand - Collaborating
• On Demand - Corporate Vault
• On Demand - Tips & Tricks