Vaultholders & Trusted Advisors
Administrators & Representatives
I cannot see the document preview, what can I do?
There are multiple reasons why a document preview won’t be available. If you...
What is a Vault?
It is a cloud-only storage place where users can store files and share them ...
How to Logout from an Account?
We recommended completing the log-out by using the Setting menu. Step 1: Cl...
Welcome - Trusted Advisor
What is a Trusted Advisor? Is a type of collaborator to a vault. As Trust...
How to Activate your Account?
Depending on how your vault was provided you will have different paths to ac...
Enhancements for Administrators
Check the enhacements on the Representative experience, Activity Logs and m...