Welcome - Trusted Advisor

Modified on: Wed, 12 May, 2021 at 5:13 PM


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:

You can also download the brochure or watch our Webinar - Using the Digital Vault Platform: As a Trusted Advisor

pdf

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