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Recent Files

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🔮 AI Document Search

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

Client Hub
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No client portals yet

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

Shared Folders
Name ▲ Type Size Modified Manage
Projects
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No projects yet

Projects help you organize files and collaborate with team members.

Workflows
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Signatures
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Browse Employees
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Name ▲ Email Role Last Login Manage
Account Settings
General
Security & MFA
Billing
Company Information
Security Settings
Require MFA code on each login for extra security.
Billing

Current Plan: Professional — 4 users included

Search Results

For security and privacy reasons, some operations and editing capabilities may vary by user.

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

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Employee User Settings
Actions

User-level:

Folder & Activity:

Client contact

For security and privacy reasons, some operations and editing capabilities may vary by user. ⓘ

Basic Information

Created:

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

User-level:

Folder & Activity:

Create new client contact
Need to import multiple users with Excel?
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.