3.8

Our Next Webinar - July 9th
Interested in learning about how to provide trusted individuals access to your vault? From giving access to these individuals, account creation, and their ...
Thu, 2 Jul, 2020 at 10:55 AM
Remembering important deadlines, no problem
Have you created a reminder in the vault but forgotten what the reminder is all about? Don't worry - we have too! You now can look at the details of a...
Thu, 21 May, 2020 at 9:40 AM
What's New for Administrator & Representative users
Are you an Administrator or Representative? Click here to learn more about the new features that have been added to your portal! Client List: We intro...
Thu, 21 May, 2020 at 9:41 AM
Quick Buttons on the Document Distribution tool
If you are an Administrator we are now bringing back the quick buttons to edit Recipients, see the file location and the history of a document on the Side ...
Thu, 21 May, 2020 at 11:00 AM
New Column Visibility & Sorting Preferences!
Long file names? Files not in the order you want? No problem! You can now hide other columns to give more space to show the name of a file and you can switc...
Thu, 21 May, 2020 at 11:01 AM
Keep your sorting preferences
This will be hidden - We heard you and we implemented the ability to keep your preferred sorting preferences. You can now change the way you sort your docum...
Thu, 21 May, 2020 at 9:39 AM
Keeping you in the loop with our What's New feature
With our new, What's New feature we will update you when we have exciting new features, improvements, and bug fixes! If you would like to stay updated,...
Thu, 21 May, 2020 at 9:35 AM