Recent articles

• Quick Links That Reflect Your Brand and Client Journey

  Customize name and upload icons to make navigation intuitive, polished, and ...

• Secure Upload Links Now Available for Unfiled

  Extend File Upload Requests to the Unfiled section—collect files securely vi...

• Enhanced In Review: Admin & Rep Control Tools

  Attention Admins & Reps: Smarter File Oversight is here! Auto-flag uploa...

• Custom Order for Checklist Items

  Take control of the order of your checklist. Admins and Representatives can...

• New Folder Icons to Customize Your Vault View

  Make your vault more visual and easier to navigate! ? We’ve added new icons ...

• Add Phone Numbers When Creating Users for Complete Contact Info

  Keep all key information at your fingertips! You can now add a phone number ...