Learn More About the Document Vault

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Learn about file sharing and organizing with the document vault.

Learn how to manage files, folders, labels, and notifications in the document vault.

Learn about the different ways to post documents to client portals in bulk.

See what files your clients can see and quickly find files using the Find Documents For list.

Learn what file types you can upload to the document vault.

See what files your clients can see and quickly find files using the Find Documents For list.

Learn about how to post files to the document vault.

Learn about how to post Tamarac PDF reports or external files to client document vaults.

Learn how to set up a file to be shared with all future clients automatically.

Learn about how to view client document access information and how to download historical versions of files.

Learn how to share a file in the document vault with additional clients.

Learn how to remove client access from a file.

Learn about how to add a document vault to client portals.

Learn about how to allow clients to share documents with you through the document vault.

See a list of the most recent files added to your document vault by you or your clients.

Learn about how a firm uses the document vault to onboard new clients.

Learn about seeing 1099s, statements, and trade confirmations from custodians automatically in your advisor document vault.