A Tour of the Digital Vault Platform

Modified on: Wed, 6 Oct, 2021 at 11:40 AM

This is the first webinar of a series to help Vaultholders, Managers, and Trusted Advisors use the digital vault platform to its fullest potential. 

Within this webinar, your Customer Success Team will lead a general tour of the digital vault, teaching you how to: navigate to different areas, create contacts, create entities, permission in trusted individuals, and more!

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