Virtual Cabinet User Guide

Configuration branding guide configure your portal company settings and apply custom branding.

Virtual cabinet user guide.

Documents you create are automatically indexed into virtual cabinet and are visible to the business whilst they re being worked on. 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. Get anytime instant access to the latest version of all your important files. If you d like more information on pricing or to book a demo please click here.

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. Virtual cabinet go this new mobile app add on allows you to easily access your documents anywhere anytime. This document is intended to assist those who have been sent documents or information via the portal. After clicking the link you will be directed to a secure activate your account page on the virtual cabinet portal website.

Document management software systems client portal and office tools used by leading professionals firms and businesses. Preparing for virtual cabinet 4 0 what you need to do to prepare for upgrading virtual cabinet to version 4 0 or later. There is a tick box for show email suggestions that you need to tick. Transform how you work and elevate your client experience.

Virtual cabinet support and contact details. Learn how to activate your secure document portal account. Create copies of documents already filed in virtual cabinet and open ready for the user to start working on. Document management client portal support.

In the admin tab of virtual cabinet go to view users and then double click the user you want to give email suggestions to. Free demo talk to sales. Gdpr in a nutshell. Gdpr in a nutshell.

Watch webinars how to guides get the latest software updates. Troubleshoot issues with accessing the virtual cabinet portal web page or logging into your portal account client portal.