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
• Browsing Multiple Documents
• 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 1

• Sharing Documents in the Vault

Account Settings 5

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

User Guides 2

• VaultHolder Getting Started Guide
• Trusted Advisor Getting Started Guide