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