Virtual Cabinet User Guide

Create copies of documents already filed in virtual cabinet and open ready for the user to start working on.

Virtual cabinet user guide.

There is a tick box for show email suggestions that you need to tick. Virtual cabinet go this new mobile app add on allows you to easily access your documents anywhere anytime. Free demo talk to sales. 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.

Once this setting is ticked the user will start seeing email suggestions in the outlook indexing pane the next time they launch outlook. Watch webinars how to guides get the latest software updates. Gdpr in a nutshell. After clicking the link you will be directed to a secure activate your account page on the virtual cabinet portal website.

Gdpr in a nutshell. Configuration branding guide configure your portal company settings and apply custom branding. Learn how to activate your secure document portal account. In the admin tab of virtual cabinet go to view users and then double click the user you want to give email suggestions to.

Preparing for virtual cabinet 4 0 what you need to do to prepare for upgrading virtual cabinet to version 4 0 or later. 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. How recipients can reset their passwords. Transform how you work and elevate your client experience.

Documents you create are automatically indexed into virtual cabinet and are visible to the business whilst they re being worked on. Document management client portal support. Document management software systems client portal and office tools used by leading professionals firms and businesses. This document is intended to assist those who have been sent documents or information via the portal.

Virtual cabinet support and contact details. Get anytime instant access to the latest version of all your important files.