Vaultholders & Trusted Advisors
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Recent articles
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Manage your Account Settings
As a primary owner, click on the name of the vault in the top-right corner a...
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How to Manage Notifications (Bell / Email) for Your Vault
Vault owners can receive notifications in either English or French, dependin...
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Improved Date Range Options to Manage and View Expiring Documents
Additional date range selections provide greater flexibility in managing you...
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New 'Distribute' Feature for Administrative Users (Available for Head Office Admins in 3-Tier Portals)
We are excited to introduce a highly requested and powerful capability for H...
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Enhanced Client Management for Admins in 3-Tier Portals
Admin users can now manage client details in vaults under sub-portals more e...
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Next-Level Admin Control: Improved Management of Sub-Portals' Users
These enhancements empower Head Office Admins to manage user access more eff...