Recent articles

• 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...

• Secure Upload Links Now Available for Unfiled

  Extend File Upload Requests to the Unfiled section—collect files securely via specific...

• Enhanced In Review: Admin & Rep Control Tools

  Attention Admins & Reps: Smarter File Oversight is here! Auto-flag uploads as In R...

• Custom Order for Checklist Items

  Take control of the order of your checklist. Admins and Representatives can now drag ...

• New Folder Icons to Customize Your Vault View

  Make your vault more visual and easier to navigate! ? We’ve added new icons for folder...

• Add Phone Numbers When Creating Users for Complete Contact Info

  Keep all key information at your fingertips! You can now add a phone number when creat...

• See Email Subject Lines in Unfiled Columns for Easier Document Identification

  Never guess which email a file came from again! ? We’ve added email subject lines to t...