Click on Download Sample CSV and fill out the appropriate information.
5
Click on SELECT FILE
6
Select and import your CSV.
7
Click on Proceed
8
Click on SUCCESS!…
9
Click on Continue
10
Click on Close
m
Email Vault
1 Step
11
Your clients accounts have been created, client invites have been sent and you can view them in the Not Set Up section.
Well done!
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