Recent articles

• 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 ...

• White-Label Customizations

  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...