Recent articles

• Add Co-Owners to a Client Vault

  The latest update to the Administrative Portal empowers administrators to add Co-Owne...

• Archive Email Conversations using the Unfiled feature

  Email threads can now be uploaded as a PDF in the Unfiled section using the Inbound E...

• Feature Enhancements - Document Upload

  The platform's navigability has been enhanced, and users can now move and upload...

• White-Label Customizations

  Some aspects and sections of the platform have undergone a redesign aimed at enhancin...

• Add Clickable Links to Checklist Items

  Users can now add clickable links to Checklist Items such as documents or tasks. This...

• Audit Trail Enhancement - Publish Action

  Users can now track the "Publish" action for documents that are uploaded in...

• Document types and their extension supported

  There are many types of documents that show a preview on FutureVault. We will update t...

• Enabling Email Notifications for Collaborators (Trusted Advisors / Managers)

  If you are collaborating with 3er parties, now they can also get email notifications a...

• Sharing Documents in the Vault

  You have two ways to share a document with a contact, you can add that person as a Tru...