Written & 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.

How-to Guide

Preparing for Virtual Cabinet 4.0

What you need to do to prepare for upgrading Virtual Cabinet to version 4.0 or later

How-to Guide

Client Portal: Browser Reset Guide

Reset your web browser back to the factory default

How-to Guide

Client Portal: Activation Guide

Activate your Portal account to securely receive and sign documents

How-to Guide

Client Portal: Basic Troubleshooting

Troubleshoot issues with accessing the Virtual Cabinet Portal web page, or logging into your Portal account

How-to Guide

Client Portal: Configuration Branding Guide

Configure your Portal company settings and apply custom branding

How-to Guide

Client Portal: Forgotten Password

Recover your password to access your Portal account

How-to Guide

Client Portal: Full Recipient Guide

All you need to know about sending, signing and troubleshooting

How-to Guide

Client Portal: Sending Documents

Use your Portal account to send and receive documents

How-to Guide

Client Portal: Signature Guide

Retrieve, sign and send back documents securely

How-to Guide

Email Suggestions Guide

Index emails by learning how you have previously filed emails