How can we help you?

Frequently Asked Questions

How do I reset my password?

Navigate to the login page and click 'Forgot Password'. Follow the instructions sent to your email to create a new password.

Can I transfer documents between teams?

Yes, you can transfer documents between teams if you have admin permissions in both teams. Use the 'Transfer' option in the document menu.

How do I delete my account?

Go to Settings → Account → Delete Account. Please note this action is irreversible and will delete all associated data.

How long are documents stored?

Documents are stored according to your retention policy settings. The default retention period is 7 days after the transaction is flagged as closed and 7 years if you enable Vault long-term storage.

Need More Help?

Email Support

Get help via email with a response within 24 hours