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

Manage your Client's Vaults

  • How to get back to my Client List?
  • How to Restore Deleted Documents or Permanently Delete them?
  • How to deactivate and reactivate your clients' vault?
  • How to Add a Contact in your Client's Vault?
  • How to add documents to multiple locations?
  • How to Set Email Reminders for Documents
  • How to Share a Direct Link to a Folder in the Vault
  • How to View Document History
  • How to create folders?
  • Understanding the Primary, Co-owner and Collaborators Experience
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