Recent articles
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Add Co-Owners to a Client Vault
The latest update to the Administrative Portal empowers administrators to add Co-Owne...
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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 Inbound E...
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Feature Enhancements - Document Upload
The platform's navigability has been enhanced, and users can now move and upload...
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White-Label Customizations
Some aspects and sections of the platform have undergone a redesign aimed at enhancin...
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Add Clickable Links to Checklist Items
Users can now add clickable links to Checklist Items such as documents or tasks. This...
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Audit Trail Enhancement - Publish Action
Users can now track the "Publish" action for documents that are uploaded in...
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Document types and their extension supported
There are many types of documents that show a preview on FutureVault. We will update t...
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Enabling Email Notifications for Collaborators (Trusted Advisors / Managers)
If you are collaborating with 3er parties, now they can also get email notifications a...
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Sharing Documents in the Vault
You have two ways to share a document with a contact, you can add that person as a Tru...