Learn More About Document Vault

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Learn about file sharing and organizing with the document vault.

Learn how to manage files, folders, labels, and notifications in the document vault.

Learn about the different ways to post documents to client portals in bulk.

Learn how to upload files external files, Tamarac PDF reports, or custodian documents to the document vault.

Learn about how to manage files in the document vault.

Learn how you can set up a file to be shared with all future clients automatically.

See what files your clients can see and quickly find files using the Find Documents For list.

Learn how to find out which clients have seen a document and when. Also learn how to access historical versions of documents.

Learn what file types you can upload to the document vault.