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 9

• 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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