All client portals/vaults have the same main features:
TABLE OF CONTENTS
Add one or multiple reminders to a document to not miss any important action.
Send an encrypted document link to anyone.
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.
All actions performed in documents are registered and the date and the time are also disclosed.
You can add a document label to add an extra layer of organization, and easily search some document types in a folder.