Recent articles

• Request Multiple Files and Route Them to the Right Folders

  Specific File Requests are now more powerful. Request multiple documents at once, sele...

• Folder Types and Associated Badges

  | Roles: Vault Owner, Admin, Advisor Vaults use two folder structures — Fixed and Ope...

• View Activity Log of a Document

   Step-by-step guide: Step 1: Open a document Step 2: Click in the "Activity ...

• Enhanced Control Over Entity IDs and Reference Numbers

  More granular controls for managing internal identifiers. Organizations can now determ...

• Centralized Access Management for Head Office Representatives

  Head Office Admins can now manage HO Representative access to both Head Office Vaults ...

• More Control When Sending Collaborator Invitations

  More control over collaborator invitations. Choose whether to send an invitation email...

• Refreshed Folder Icons and Improved Folder Navigation

  A cleaner, more flexible way to organize your vault. More icons, smarter icon inherita...

• Clearer Email Notification Preferences

  Managing notification preferences is now easier with clearer ON/OFF indicators, helpfu...

• Enhanced Documents In Review Table

  New Labels and Uploaded By options make it easier to identify, filter, and organize do...