Recent articles

• Request Multiple Files and Route Them to the Right Folders

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

• Folder Types and Associated Badges

  | Roles: Vault Owner, Admin, Advisor Vaults use two folder structures — Fix...

• View Activity Log of a Document

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

• Enhanced Control Over Entity IDs and Reference Numbers

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

• Centralized Access Management for Head Office Representatives

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

• More Control When Sending Collaborator Invitations

  More control over collaborator invitations. Choose whether to send an invita...