We are constantly working to improve your FutureVault experience. Keep reading to learn about the latest updates and new features now.
For Admins & Reps:
- Now you can also unassigned Clients from a Checklist
- After reviewing the checklist completed by a client. Admins and Representatives can now unlink documents from the Checklist, resetting the completion process.
- Add and update internal notes regarding a client’s checklist.
- You have now access to a general Checklist History and a Checklist history by client. Start your using this feature to enjoy all these improvements.
Ask your Account Manager about how to activate these features.