Recent articles

• How to give access to the Unfiled area?

  If you would like to give access to contact to the Unfiled area of a vault you will ne...

• How to move a Document?

  If you would like to move a document to another location please follow these steps: ...

• Latest Updates to the Digital Vault Platform

  Some updates have been made in the Digital Vault and we've outlined them here!  ...

• How to logout from an account?

  We recommended completing the log-out by using the Setting menu. Step 1: Click on you...

• I cannot see the document preview, what can I do?

  There are multiple reasons why a document preview won’t be available. Please find belo...

• Viewing documents

  You can view one or have multiple documents open at the same time and toggle between t...

• My page is very slow or the loading icon keeps spinning

  If you are trying to perform an activity in your vault such as trying to access your v...

• A Tour of the Digital Vault Platform

  This is the first webinar of a series to help Vaultholders, Managers, and Trusted Advi...

• Vault Tips: View attached email body

  The Digital Vault allows you to quickly email documents into the vault for safekeepin...