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.

Virtual cabinet user guide.

Virtual cabinet support and contact details. Watch webinars how to guides get the latest software updates. This document is intended to assist those who have been sent documents or information via the portal. In the admin tab of virtual cabinet go to view users and then double click the user you want to give email suggestions to.

How recipients can reset their passwords. There is a tick box for show email suggestions that you need to tick. Get anytime instant access to the latest version of all your important files. Once this setting is ticked the user will start seeing email suggestions in the outlook indexing pane the next time they launch outlook.

Gdpr in a nutshell. Gdpr in a nutshell. Preparing for virtual cabinet 4 0 what you need to do to prepare for upgrading virtual cabinet to version 4 0 or later. Configuration branding guide configure your portal company settings and apply custom branding.

Gdpr in a nutshell. Document management software systems client portal and office tools used by leading professionals firms and businesses. Document management client portal support. After clicking the link you will be directed to a secure activate your account page on the virtual cabinet portal website.

Virtual cabinet go this new mobile app add on allows you to easily access your documents anywhere anytime. If you d like more information on pricing or to book a demo please click here. Transform how you work and elevate your client experience. 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.

Free demo talk to sales. Troubleshoot issues with accessing the virtual cabinet portal web page or logging into your portal account client portal.