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