With this tool, you can have folders with standardized documents, like welcome packages, forms, templates, policies, etc. and make them automatically available for vault owners to view and download. Reducing the time for your clients to find these types of documents and the time for your team to find the latest and correct version.

Manage all the content from one place and automatically refresh and update all the information available for your clients and collaborators. These folders are managed using your Corporate Vault, and as an administrative user with access to these folders, you will be able to check the history of who views and download these documents. However, the rest of the users will only be able to view and download it.

A label “GLOBAL” will be added to these folders to help clients and collaborators easily infinity these folders. If you would like to explore more or enable this feature, please contact your Customer Success team.

New system (4X)

Legacy system (3X)