Recent articles

• Admins Can Now Manage Client Email Notifications

  We’ve expanded administrative controls to give your team more flexibility, better over...

• Platform Improvements: Smarter Redirects & Key Fixes

  Smarter redirects, improved notifications, Salesforce updates, and key bug fixes for s...

• Smarter File Upload Requests: More Control, More Visibility

  Our upgraded File Upload Request Link gives you more flexibility, better collaboration...

• Automatic Vault Assignment for Representatives

  Our new Automatic Vault Assignment feature lets Admins automatically assign representa...

• Introducing User List Export: Simple, Fast, and Flexible

  Our new User List Export feature empowers Admins to instantly download customized user...

• How to Change Your Password

  To keep your account secure, it’s important to regularly manage your password. Fol...

• Understanding Roles in the Vault

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

• New Contact Type Field: Easily Identify and Differentiate Contacts

  We’ve made it easier than ever to organize and recognize your contacts across the vaul...

• Quick Links That Reflect Your Brand and Client Journey

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