Getting Started 12

• Full Product Overview
• Getting Started Guide for VaultHolders
• How to Upload a Document
• How to Delete a Document
• How & Where to Make a New Folder

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Managing Your Vault 24

• 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?

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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?

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Security 10

• 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

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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

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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"

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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

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Android 11

• 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

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