Recent articles
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New columns available on Client List
Enhanced Client List Features: Strengthening Security and Personalization The first n...
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Introducing Vault Types for Your Clients
Unlock Efficiency: Introducing Vault Types for Administrators - Seamlessly organize cl...
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Fillable PDFs
Unlock productivity with our latest feature: fillable PDF completion inside the vault ...
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Enhanced Specific File Upload Requests
Introducing the new 'Specific File Upload Link' feature that offers a targeted...
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Introducing Personalized Main Contact Cards
Transform client interactions with personalized contact cards in client vaults—effortl...
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Add Collaborators with View-Only Permissions for Enhanced Control
Admins and reps can now grant 'View-Only' access to collaborators in the vault...
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Enhancements and New Features for Administrative Users
Discover New Features like Documents In Review and other enhacements to the Client Lis...
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View-Only Trusted Advisor Access Now Available
Unlock Enhanced Control! Vault holders can now grant 'View-Only' permissions t...
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Maintain User Sorting Preferences
Unlock a Tailored Experience with Our New Feature! Set Your Sorting Preferences Once, ...