Vaultholders & Trusted Advisors
Administrators & Representatives
Add Co-Owners to a Client Vault
The latest update to the Administrative Portal empowers administrators to a...
Archive Email Conversations using the Unfiled feature
Email threads can now be uploaded as a PDF in the Unfiled section using the...
Feature Enhancements - Document Upload
The platform's navigability has been enhanced, and users can now move ...
Some aspects and sections of the platform have undergone a redesign aimed a...
Add Clickable Links to Checklist Items
Users can now add clickable links to Checklist Items such as documents or t...
Audit Trail Enhancement - Publish Action
Users can now track the "Publish" action for documents that are u...