A Tour of the Digital Vault Platform

Modified on: Tue, 11 Aug, 2020 at 2:01 PM


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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