Recent articles

• How to Manage Notifications (Bell and Email)

  Roles: Vault Owner, Co-owner, Collaborator | Portal Type: All Portals You can control...

• Document types and their extension supported

  FutureVault supports a wide variety of file types, allowing you to securely upload, st...

• Upload Notification Timing Control (Administrative User Only)

  More control, less noise. Administrative users can now choose when upload notification...

• Enhanced Tables: More Control, More Visibility

  Take control of your data with enhanced tables. Reorder, resize, show or hide columns,...

• New Collaborators Management Page

  A new Collaborators page is now available, providing a centralized location to view an...

• Enhanced Email Templates Across the Platform

  This update includes a broad refresh of email templates across the FutureVault platfor...

• Platform Improvements, Accessibility Updates & Bug Fixes

  This update includes a broad set of platform improvements and fixes designed to enhanc...

• New Financial Snapshot Dashboard Experience for Vaults

  Organizations can now display household Financial Snapshot information directly inside...

• Expanded Workflow Permissions for Representatives

  Organizations can now give selected Representatives access to manage vault creation an...