A year ago we released The Vault, our full Client and Workgroup Colloboration tool and Secure File Exchange System. Since then we’ve continued to improve and update the tool and have kept it on the cutting edge of security and usability.

With our most recent Portal security updates and new FileVault application, we’ve begun the process of phasing out the older file exchange applications, so that we can be sure you’re always providing the most advanced, secure and fully-functioned tools to your clients.

You should already have the Firm and Client Portal built into your site. Check for a login button at the top or bottom of your site. It’s simply a matter of providing a new login and password to your clients, and we’ve added a tool to allow you to easily add a batch of client users.

To add a batch of users, simply log into your Portal as and administrative user and click the Firm Administration link on the upper right. Once there, you’ll find an “Add Batch Of Client Users” tab, which allows you to simply copy and paste a list of email addresses to create new accounts for each user.

Client files still stored on the previous versions of the Secure File Transfer will need to be moved over to the Secure File Exchange. While you’ll have to download each client file manually, the new FileVault application is ideal for moving the downloaded files into the new Secure File Exchange.

To make this transition as easy as possible, we’ve just added a new feature to our Vault help to walk you through the Secure File Transfer transition.

Once that transition is complete, your client users will have access to all the new features, tools and security provided by the Portal and Document Vault system.

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