• How to create a vault?

• Adding a Co-Owner to a vault

• 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?