Recent Files

These are items you recently accessed. This private list is only visible to you.

🔮 AI Document Search

Search across all your PDF documents with AI-powered semantic understanding.

👥

No client portals yet

Create client-facing portals to share files securely with external clients.

Name ▲ Type Size Modified Manage
📋

No projects yet

Projects help you organize files and collaborate with team members.

⚙️

No workflows configured

✍️

No signature requests

🔍
Showing
Name ▲ Email Role Last Login Manage
General
Security & MFA
Billing
Company Information
Security Settings
Require MFA code on each login for extra security.
Billing

Current Plan: Professional — 4 users included

Basic Information
Activity and Security Alerts
Permissions
Require MFA for this user's logins.

No recent activity to display.

Employee User Settings
Actions

User-level:

Folder & Activity:

Basic Information

Created:

+ Link to client
Password:
<hidden for security>
Authentication:
DocVault Credentials
Authentication type
🔒 DocVault password
Actions

User-level:

Folder & Activity:

Step 1: Basic Information
Step 2 (Recommended): Grant access to folders
📁
Assign Folders
Most common: assign folders manually, with or without adding user to a distribution group.
📋
Add to Distribution Group
Add the new user to an existing group. The user will inherit folder access from the selected groups.
👥
Copy Folder Access from Existing User
Copy the folder access of an existing user. (Folder access does not include user settings or distribution groups.)

You can send notification emails in the next step.