Now companies can have one true location to all documents related to clients in one location. The ones you would like to share and the other files that you don't. To enable this section inside your client vaults, send an email to support to the folder structure you would like. Remember, the system needs to have at least one LEVEL 1 and at least one LEVEL 2.

You can also determined who in your team will be able to access this section under the User tab. We have limited the actions administrative users can perform on documents to avoid any leak of information.