Virtual Cabinet User Guide

Virtual cabinet go this new mobile app add on allows you to easily access your documents anywhere anytime.

Virtual cabinet user guide.

Document management client portal support. Learn how to activate your secure document portal account. If you d like more information on pricing or to book a demo please click here. How recipients can reset their passwords.

Troubleshoot issues with accessing the virtual cabinet portal web page or logging into your portal account client portal. After clicking the link you will be directed to a secure activate your account page on the virtual cabinet portal website. Free demo talk to sales. Get anytime instant access to the latest version of all your important files.

There is a tick box for show email suggestions that you need to tick. Preparing for virtual cabinet 4 0 what you need to do to prepare for upgrading virtual cabinet to version 4 0 or later. In the admin tab of virtual cabinet go to view users and then double click the user you want to give email suggestions to. Once this setting is ticked the user will start seeing email suggestions in the outlook indexing pane the next time they launch outlook.

This document is intended to assist those who have been sent documents or information via the portal. Create copies of documents already filed in virtual cabinet and open ready for the user to start working on. Document management software systems client portal and office tools used by leading professionals firms and businesses. Individuals and organisations all over the world use the virtual cabinet client portal to exchange documents and information quickly and securely with their customers suppliers and contacts.

Gdpr in a nutshell. Virtual cabinet support and contact details. Gdpr in a nutshell. Ensure that there are no blank characters before or after your user credentials as this can cause login issues due to the 50 character limit.

Transform how you work and elevate your client experience. Configuration branding guide configure your portal company settings and apply custom branding.