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