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Account Activation
3
How to Activate your Account?
Welcome - Trusted Advisor
How to Logout from an Account?
Discover your Portal
7
What is a Vault?
Users Types
What is the general layout of your portal on the legacy version (V3)?
Finding and sharing your Inbound Email
Browsing Multiple Documents
See all 7 articles
Upload & Download Documents
5
How to upload a document?
How to download a document?
Viewing documents
Document types and their extension supported
View Document History
Sharing Documents
1
Sharing Documents in the Vault
Account Settings
5
Manage your Account Settings
Manage my Profile
Manage Entities in your vault
Notification Preferences
Enable the Two-Factor Authentication on your account
User Guides
2
VaultHolder Getting Started Guide
Trusted Advisor Getting Started Guide