Just joined us? Learn how to add documents, upload files and more.
By Dylan1 author8 articles
Creating A New Client Vault
Securely Access Your Clients' Vaults
How to Securely Upload Documents to A Client's Account.
Add a Person to Your Client's Vault
What is a Backup Recipient? (Default Executor)
Assigning a Recipient as a Confidant
Assigning a File to a Recipient
Creating a Folder in Your Clients Vault