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