Account Activation 3

• How to Activate your Account?
• Welcome - Trusted Collaborator
• How to Log Out / Sign Out of Your Account

Discover your Portal 6

• What is a Vault?
• Understanding Roles & Access
• Understanding the Vault Layout
• Finding and Sharing your Inbound Email
• How to Open and Toggle Multiple Documents at Once

See all 6 articles

Upload & Download Documents 6

• How to Upload a Document
• How to Upload Folders to a Vault?
• How to Download Files and Folders from a Vault
• Viewing documents
• Document types and their extension supported

See all 6 articles

Sharing Documents 2

• How to Share Documents Securely: Trusted Collaborator vs. Encrypted Link
• Managing and Sharing Files Safely via Secure Links

Account Settings 9

• How to Manage Your Account Settings
• How to Manage Your Profile
• How to Manage Entities
• Manage Notifications (Bell and Email)
• Manage Account Security Settings (MFA, Sessions & Access)

See all 9 articles