General Layout

Modified on: Thu, 15 Jul, 2021 at 10:38 AM


In all portals, users will find this general layout


Main Menu

Depending on the user role and the type of portal you are accessing, the options in the main menu will change.

Info! You can use the hamburger icon to hide the main menu to provide more space to view your documents.

Enterprise Portal

Administrator users will get:

  1. Advisor List
  2. Client List
  3. Users
  4. Packages
  5. Corporate Vault
  6. Distributed Documents
  7. Checklist

Representative users will see:   

  1. Advisor List
  2. Checklist

Administrative Portal

Administrator users will get:

  1. Client List
  2. Users
  3. Packages
  4. Corporate Vault
  5. Distributed Documents
  6. Checklist
  7. Trusted Access(*For multitier clients only)

Representative users will see:   

  1. Client List
  2. Checklist


Client Portal

Vault owners / Managers users will see:   

  1. Company tab
  2. All Documents
  3. Unfiled
  4. Shared
  5. Deleted
  6. Reminders
  7. Contacts
  8. Checklist *


Trusted Advisors users will see:   

  1. Company tab
  2. All Documents *
  3. Unfiled*
  4. Shared
  5. Deleted*
  6. Reminders*
  7. Contacts*
  8. Checklist *

Center area

Administrative Portal

Depending on the tab you select in the main menu different fields and tables will be displayed.

Client Portal

Depending on the tab you select in the main menu different fields and tables will be displayed. In this section, the folder and documents will be displayed.


Top ribbon

Administrative Portal

You will find your name and your role. When users click there they can go to their Account Settings, Log out or switch between accounts and other vaults.


Client Portal

You will find the Search button, Open documents, see the notification, and your name. When users click on the name, they can go to their Account Settings, Log out, or switch between accounts and other access.


Sub-menu

This sub-menu will change depending on the area you selected on the main menu. It will normally display the Actions that you can perform. 



Help & Support


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