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Written and Video How-To Guides

From Beginner to Advanced. Master Virtual Cabinet.

Basics:
Navigation Overview
Quickly understand and master
Virtual Cabinet's layout.
Basics:
Introduction & concepts
Welcome to Virtual Cabinet!
Basic introduction.
Indexing:
save, file & archive
File documents from inside the product, Word, Excel, Powerpoint & Outlook
Intray:
Your Document Inbox
Action or file documents coming into your intray, and how to send files to others.
Client Portal:
Activating Your Account
1 min guide: how recipients
can activate their accounts.
Client Portal:
Viewing and Signing
2 min guide: how recipients
can view and sign documents.
Client Portal:
Authenticating your Device
1 min guide: how recipients
can authenticate a new device/browser.
Client Portal:
Resetting Your Password
1 min guide: how recipients
can reset their passwords.

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