ShareSecure Product Knowledge

How-to Articles / Training:

ShareSecure

Secure Engagement / LP Portal / Virtual Data Room

ShareSecure How-to Articles

ADMINISTRATIVE SETTINGS

Features and Settings

Watermarking / Agreements / Email Customization

CATEGORIES

Category Management

Add / Edit / Manage

DOCUMENTS

Features and Settings

Request Signatures / Upload Settings

GROUPS

Features and Settings

Create / Edit / Manage

REPORTS

Users, Agreements, and Document Access

Activity / View / Export

ShareSecure Training

Learn how to manage and share content, set up users, and monitor LP engagement. Watch this short how-to module to get started.

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SHARESECURE PORTAL

Manage Content in the LP Portal

Self-paced Training Module