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  4. Manage your Client's Vaults

Manage your Client's Vaults

  • How to create clients' vaults?
  • How to edit vault name or email address?
  • How to upload documents directly to a vault?
  • How to send an activation email to your clients?
  • How to deactivate and reactivate your clients' vault?
  • How to access a client's vault?
  • How to get back to my Client List?
  • How to upload documents inside a vault?
  • How to create entities in your clients' vaults?
  • How to add documents to multiple locations?
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