Managing Your Vault 0

Common Questions 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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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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Trusted Advisor role 0

Getting Started 0

Manage Entities 3

• Create Entities
• Edit Entities
• Delete Entities

Upload Documents 9

• Upload Button
• Upload into a Subcategory
• Upload using Suggested Documents/Labels
• Finding your Inbound Email
• Email a Document with an Inbound Email

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Create & Delete Folders 4

• Create Folders
• Create Folders When Uploading Files
• Create a Folder When Adding a Document to Another Location
• Delete a Folder

Document Management 11

• Add Documents to Multiple Locations/Tagging
• Delete Single & Multiple Documents
• Restore Documents
• Permanently Delete a Single Document
• Permanently Delete all Documents in Deleted Documents

See all 11 articles

Manage Contacts 4

• Add a Contact Using the Contact Tab
• Import Contact Card
• Add a Contact Using the Document Summary Tab
• Edit/Delete Contacts

Trusted Advisors 1

• Trusted Advisor

Security 10

• How to reset your password
• Change your 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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Upload Documents 8

• Upload Button
• Upload into a Subcategory
• Upload into a Folder
• Upload using Suggested Documents/Labels
• Email a Document with an Inbound Email

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Create & Delete Folders 3

• Create Folders
• Create a Folder When Adding a Document to Another Location
• Delete a Folder

Document Management 9

• Add Documents to Multiple Locations/Tagging
• Delete Single & Multiple Documents
• Restore Documents
• Move Single & Multiple Documents
• Search for a Document

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Manage Contacts 0

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 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

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Common Questions 1

• Will My iPhone App Work on My iPad?

VaultHolder 1

• VaultHolder Getting Started Guide

Trusted Advisor 1

• Trusted Advisor Getting Started Guide