You’ve been designated as a Trusted Advisor.
What is a Trusted Advisor?
Is a type of collaborator to a vault. As Trusted Advisor you now have access to specific folders and entities set by the owner of the vault. All information is stored securely and intelligently in an encrypted private cloud-based vault, which makes sharing and collaboration fast and efficient.
Here are some tips to Started:
- Activate your account
- How to upload a document?
- How to download a document?
- How can I print a document from my vault?
You can also download the brochure or watch our Webinar - Using the Digital Vault Platform: As a Trusted Advisor