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VaultHolder
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
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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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