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Managing Your Vault
Where are all of my documents?
Can I save a document in multiple locations?
Can I upload more than one document at the same time?
Where I can find all the documents that have been shared with me?
Where I can find the documents I have shared with others?
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Web apps - Common Issues
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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Trusted Advisor role
What is my role as a Trusted Advisor & what can I do?
How to upload a document
How & where to make a new folder
How to delete a document
How to set a reminder
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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"
See all 7 articles
Full Product Overview
Getting Started Guide for VaultHolders
How to Delete a Document
How & Where to Make a New Folder
How to Create a New Contact
See all 11 articles