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  1. Partners Help Center
  2. Solution home
  3. Getting Started
  4. Manage your Client's Vaults

Manage your Client's Vaults

  • How to Create a Vault?
  • How to Transfer Files Between Vaults
  • How to Update Vault Information: Vault Name, Address, Email, etc.
  • How to Change Vault Types?
  • How to Add and Manage Co-Owners?
  • How to access a client's vault?
  • How to create entities in your clients' vaults?
  • How to Upload Documents Directly to a Vault?
  • How to Upload Documents Inside a Vault?
  • How to Send an Activation Email to your Clients?
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