• 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 create entities in your clients' vaults?

• How to add documents to multiple locations?

• How to create a Reminder?