All client portals/Vaults have the same main features:
Table of contents
Reminders
Add one or multiple reminders to a document to not miss any important action.
Share with
Send an encrypted document link to anyone.
Multiple locations
Save a document once and added to multiple folders in the Vault.
Contacts related
Add related contact to a document to keep track of who was involved during the discussion of the document.
Document history
All actions performed in documents are registered and the date and the time are also disclosed.
Document label
You can add a document label to add an extra layer of organization, and easily search some document types in a folder.