Help Center

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Help Center

Using the Platform

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