Recent articles

• Key Guidelines To Upgrading Your Vault

  As you can imagine, our team has been working hard behind the scenes, analyzing hundre...

• Open Multiple Documents

  In the new version 4.0v, you can open and preview multiple documents at the same time....

• Hide/Unhide Password

  In the new version 4.0v, you will have the option to see your password while logging...

• A number will be appended to duplicated files

  Now, when uploading a file, if a file with the same name already exists in that speci...

• Sunset Features in V4

  If you are migrating from V3 to V4 you may encounter a few features or tools that are ...

• How to logout from an account?

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

• Folder Types and associated Badges

  Multi-Tier Set Up - Head Office Users are Tier 1, Advisors/Admins/Branch Users are Tie...

• More tools for Administrators

  Discover new tools available on Professional Portals (2-Tier) Info! Only available fo...

• Email a file directly to a vault using the Inbound Email

  Success! All documents emailed into a Vault will appear in the “Unfiled” area. By defa...