Recent articles

• Document Preview Panel Controls

  Preview documents your way — with cleaner, distraction-free viewing. We’ve introduced...

• Customize the Order of Your Entities

  Make your vault feel like yours — reorder entities your way. We’ve added a highly req...

• Enhanced Contact Cards & Dashboard Visibility

  We’re excited to introduce two powerful updates designed to improve visibility, custom...

• AI Features for Unfiled Documents

  Smarter insights, faster decisions — now powered by AI in Unfiled. We’re excited to a...

• Admins Can Now Manage Client Email Notifications

  We’ve expanded administrative controls to give your team more flexibility, better over...

• Platform Improvements: Smarter Redirects & Key Fixes

  Smarter redirects, improved notifications, Salesforce updates, and key bug fixes for s...

• Smarter File Upload Requests: More Control, More Visibility

  Our upgraded File Upload Request Link gives you more flexibility, better collaboration...

• Automatic Vault Assignment for Representatives

  Our new Automatic Vault Assignment feature lets Admins automatically assign representa...

• Introducing User List Export: Simple, Fast, and Flexible

  Our new User List Export feature empowers Admins to instantly download customized user...