Account Activation 3

• How to Activate your Account?
• Welcome - Trusted Collaborator
• How to Logout from an Account?

Discover your Portal 5

• What is a Vault?
• Users & Contacts Types
• Finding and Sharing your Inbound Email
• How to Open and Toggle Multiple Documents at Once
• Explore Your Vault: Dynamic Menu Options

Upload & Download Documents 6

• How to Upload a Document?
• How to Upload Folders to a Vault?
• How to Download Files and Folders from a Vault
• Viewing documents
• Document types and their extension supported

See all 6 articles

Sharing Documents 2

• How to Share Documents Securely: Trusted Collaborator vs. Encrypted Link
• Managing and Sharing Files Safely via Secure Links

Account Settings 6

• Manage your Account Settings
• How to Manage Your Profile
• How to Manage Entities
• How to Manage Notifications (Bell / Email) for Your Vault
• Enable the Multi-Factor Authentication on your account

See all 6 articles