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Introduction to Your Secured Vault

May 28, 2021 by Bautis Financial

For Bautis Financial clients, here is a step-by-step on how to securely share documents using the client portal vault.

The secured vault is primarily used for two purposes:

  1. For you to organize your own secure files.
  2. For us to share documents.

Here’s a how-to for getting started.

Category: Client Resources
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7 North Mountain Ave
Montclair, NJ 07042
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    • Discover How
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    • Orion

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