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Using the Platform
Getting Started
Trusted Family on mobile
Intro to the platform
Join an existing platform
Understand roles & permissions
Using the Platform
Surveys
Groups
Family Tree
Document Management
Media Apps
Private Vaults
Messaging
Member Directory
Article Creator
Calendar
Newsletters
Newsfeed
Events
Your Profile
Access your account
Manage two-factor authentication (2FA)
Manage your profile
Adjust your notifications
Platform Administration
Customize your platform
Set up a new platform
Customize your family tree
Adjust settings & permissions
Communicate with members
Manage members
Configure access & security
Tips & More
Designs tutorials
Campaign Ideas
Trusted Family Webinars
Success strategies
Tips & tricks
Use Cases
Back to home
Help Center
Using the Platform
Getting Started
Trusted Family on mobile
Intro to the platform
Join an existing platform
Understand roles & permissions
Using the Platform
Surveys
Groups
Family Tree
Document Management
Media Apps
Private Vaults
Messaging
Member Directory
Article Creator
Calendar
Newsletters
Newsfeed
Events
Your Profile
Access your account
Manage two-factor authentication (2FA)
Manage your profile
Adjust your notifications
Platform Administration
Customize your platform
Set up a new platform
Customize your family tree
Adjust settings & permissions
Communicate with members
Manage members
Configure access & security
Tips & More
Designs tutorials
Campaign Ideas
Trusted Family Webinars
Success strategies
Tips & tricks
Use Cases
Using the Platform
Everything you need to know on your platform features.
Surveys
Surveys
Groups
Groups
Family Tree
Guide to the family tree
Add or edit parents
Add or edit family branches
Find people in the tree
Add or edit partnerships
See more
Document Management
Upload a new version of a document
Download a partially signed document
Download multiple files
How to add a watermark on confidential files
Disable the downloading of a file
Add or edit content description
Download content from the platform
Add or remove photo tags
Upload content
Move content
Delete content
See more
Media Apps
Document viewer
Advanced media search
Answer an e-signature request
Request E-signatures
Private annotations on documents
See more
Private Vaults
Adding Content to your Private Vault
Configuring a Private Vault
Manage access to your private vault
Messaging
Send and receive messages
Member Directory
Find and filter members in the directory
Article Creator
Create an article
Calendar
Synchronize your calendar
Calendar
Newsletters
Newsletters
Newsfeed
Feature items on the homepage
Guide to the newsfeed
Events
Add a meeting link to an event
Respond to an event invitation
