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Knowledge base
VaultHolder
Manage Entities
0
Upload Documents
1
How to Upload a Document
Create & Delete Folders
0
Document Management
0
Manage Contacts
0
Trusted Advisors
0
Security
9
How to reset your password
How to change your account password
What is a Two-Factor Authentication?
How to enable Two-Factor Authentication on your account
How to disable Two-Factor Authentication
See all 9 articles
Mobile Apps
iOS (iPhone only)
11
Downloading the Mobile Application
How to Upload a Document
How to Rename a Document
How & Where to Make a New Folder
How to Delete a Document
See all 11 articles
Android
13
Downloading the Mobile Application
How & Where to Make a New Folder
How to Upload a Document
How to Delete a Document
How to Restore a Deleted Document
See all 13 articles
Web App
Managing Your Vault
26
Where are all of my documents?
Can I save a document in multiple locations?
Can I upload more than one document at the same time?
Where I can find all the documents that have been shared with me?
Where I can find the documents I have shared with others?
See all 26 articles
Web apps - Common Issues
15
I can't login? I'm getting an error after adding my credetials
I cannot see all my documents and folders? Why?
I sent a document to my Vault Inbound email, but now I can't find my document in Unfiled. What should I do?
I cannot see the document preview. What can I do?
Why was I was logged out of my account after 30 minutes?
See all 15 articles
Trusted Advisor role
10
What is my role as a Trusted Advisor & what can I do?
How to upload a document
How & where to make a new folder
How to delete a document
How to set a reminder
See all 10 articles
Training Videos
7
Upload documents in your vault
Upload documents using the "Upload" button
Upload documents using "Suggested Documents/Labels" tab
Upload documents in the "Unfiled" area
Upload documents using the "Inbound Email"
See all 7 articles
Getting Started
11
Full Product Overview
Getting Started Guide for VaultHolders
How to Delete a Document
How & Where to Make a New Folder
How to Create a New Contact
See all 11 articles
Administrator
Manage Sponsor User Accounts
0
Manage VaultHolder Accounts
0
Access & Updating Vaults
1
Upload Documents -
Manage your Security Settings
0
Trusted Advisor
Upload Documents
0
Create & Delete Folders
0
Document Management
0
Manage Contacts
0
