video1.0<iframe src="https://www.loom.com/embed/d2cfe0dac5b34d7f9c4e34270c4a649b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d2cfe0dac5b34d7f9c4e34270c4a649b-00001.gif67.029In this video, I guide you through how to efficiently search and organize documents in DiligenceVault. Learn how to differentiate between files uploaded by your firm and those received externally, and explore the options available for premium customers. I demonstrate creating new folders, using bulk folder actions, and applying filters for a streamlined document management experience. Make sure to follow along for a more organized document workflow!