Our latest release introduces several new platform capabilities and enhancements to streamline your daily workflow, gain efficiencies, and improve the delivery of client servicing with FutureVault. Here's what's new and improved.
New Features & Enhancements
1. Copy Files Within a Vault
You can now create copies of files already saved within Vaults, making it easier to duplicate and organize information and documents without having to reupload documents.
2. Apply Multiple Labels to Files
- Administrative Users can now tag documents with multiple labels; previously documents were limited to being tagged/assigned with one label.
- New labels you create will also now be visible to Administrative Users, ensuring standardization across Vaults when using and tagging documents with labels.
3. Merge PDFs!
- You can now merge 2 or more PDFs, combining them into one document if, when, and where you need to.
- Merging PDFs will save the newly merged document in the existing folder location while retaining the original PDFs as single documents that can be moved or removed at your discretion.
- Contact your Customer Success Team to demo this functionality.
4. Enhanced Notification Management
- When Administrative Users are authorized and assigned to Vaults, this will now be displayed inside the Activity Log of a Vault.
- These notifications will no longer appear in the Bell notifications, ensuring end users (Clients) do not see these particular Administrative updates.
- This improvement helps you manage Administrative Users more effectively without impacting client visibility.
5. New Archive Vault Feature
- Select Administrative Users can now Archive Vaults inside FutureVault!
- This feature is currently exclusive to Head Office Admins in a 3-tier portal (Admins of sub-groups do not have this capability), or specific Admins on a 2-Tier portal.
- Contact your Customer Success Team for a demo and to enable this feature.
6. Email Notifications Now Show Full Document Path
- Email notifications for uploaded files now display the entire folder path where the document was uploaded, making it easier to locate and manage files.
7. Customize Help & Support Visibility
- Admin Users now have the flexibility and optionality to hide a section of the Help & Support tab inside the platform.
If you have any questions or would like to enable any of the new features, please reach out to your Customer Success Team.
Stay tuned for more updates!