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  1. Partners Help Center
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  3. Training videos

Training videos

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

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