• 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?