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Contact Access to the Secure Files Vault

Clients, prospects, and leads can now easily view shared documents in the Vault, ensuring a consistent experience across all contact types.

Updated over 4 months ago

How Contacts Access their Secure Files in the Mobile App

  1. Tap Profile in the bottom menu.

  2. Tap Secure Files.

  3. Navigate to the appropriate folder.

  4. Select the file to view.


How Contacts Access their Secure Files in the Web App

  1. Click Secure Files in the Navigation Menu

  2. Navigate to the appropriate folder.

  3. Select the file to view.

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