Basic Features of a vault

Modified on: Thu, 15 Jul, 2021 at 10:40 AM


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.


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.

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