Recent articles

• Understanding Roles in the Vault

  The system includes several predefined roles to provide the right level of a...

• New Contact Type Field: Easily Identify and Differentiate Contacts

  We’ve made it easier than ever to organize and recognize your contacts acros...

• 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...