5.14 & 5.13 7

• Enhanced Sub-Portal Management for Head Office Admins (v5.14)
• Save YouTube & Vimeo Links Directly to Your Vault
• New Enhancements: Edit Fields, Simplified Entity Management, and More (v5.13)
• Boost Document Control: Enhanced Expiration Date Management (v5.13)
• Quick Link Builder Redesign for Administrative Users (v5.13)

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5.9 4

• Bug Fixes for Users (v5.9.0)
• Simplified Folder Deletion Process (v5.9.0)
• Create 'Quick Links' for Quick Access to Enhance Client Support (Admins Only) (v5.9.0)
• Enhanced Co-Owner Feature Empowers Admins with New Functionalities (v5.9.0)

5.6 1

• "Expiring Documents" Feature: Elevate Your Document Compliance and Management (v5.6.0)

5.5 1

• Introducing Authenticator App Support/Enhancements for Multi-Factor Authentication (v5.5.0/v5.8.0)

5.4 2

• New columns available on Client List (v5.4.0)
• Introducing Vault Types for Your Clients (v5.4.0)

5.3 1

• Fillable PDFs (v5.3.0)

5.1 3

• Introducing Personalized Main Contact Cards (v5.1.0)
• Add Collaborators with View-Only Permissions for Enhanced Control (v5.1.0)
• Enhanced Specific File Upload Requests (v5.1.0)

4.8 5

• Creating a Secure Generic Upload Request Link
• Enhance Efficiency with Drag and Drop: A Time-Saving Document Management Feature
• Maintain User Sorting Preferences
• View-Only Trusted Advisor Access Now Available
• Enhancements and New Features for Administrative Users

4.7 2

• Checklist Improvements: Individual Document Filing Locations & Updated UI
• UI and UX Improvements for Admins and Vaultholders

4.6 2

• Quick Access Help Widget on the Login Page
• Feature Improvements for Administrators

4.5 4

• Feature Enhancements for Administrators
• UI/UX Improvements and Additional Enhancements
• Enhanced Search Experience
• Advanced Trusted Collaborator Controls: Time-Bound Permissions with Account Status Timestamps

4.4 12

• Hide the right section while previewing a document
• Archive Email Conversations using the Unfiled feature
• Add Clickable Links to Checklist Items
• Add Co-Owners to a Client Vault
• Audit Trail Enhancement - Publish Action

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4.3 13

• Notifications Improvement
• UX/UI Improvements Within Vault
• Account Settings Improvements
• New features on mobile apps
• Modern and Comprehensive Clients and Users Details Page

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4.2 5

• Introducing Vault Shortcuts
• Updated Account Labels
• A new Compact UI
• New labels on the icon view
• New Tools for Administrators

3.12 21

• A number will be appended to duplicated files
• Administrative Portal Changes
• There's a new confirmation page for account activation
• Trusted Advisors/Managers automatically access the vault upon login
• We've changed the bulk download file name!

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3.11 12

• Please tell us how we are doing!
• New Bulk Download feature!
• Closing a document takes you to the folder it lives in
• Modified column updated when actions are preformed
• Videos files accepted in the vault

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3.9 8

• More specific searches within the vault
• Uploading multiple documents to a checklist item
• More visual indication when reaching the storage limit
• Administrator & Representative Portal Updates
• Android users can now download documents

See all 8 articles

3.8 6

• Remembering important deadlines, no problem
• What's New for Administrator & Representative users
• Quick Buttons on the Document Distribution tool
• New Column Visibility & Sorting Preferences!
• Keep your sorting preferences

See all 6 articles

5.15 4

• Improved Date Range Options to Manage and View Expiring Documents
• New 'Distribute' Feature for Administrative Users (Available for Head Office Admins in 3-Tier Portals)
• Enhanced Client Management for Admins in 3-Tier Portals
• Next-Level Admin Control: Improved Management of Sub-Portals' Users

Release Notes 1

• Release Notes for 4x

5.16 & 5.17 5

• New Tools for Head Office Admins in a 3-Tier System
• Updates to Entity Types
• Exciting New Enhancements for Admin Users
• New Configuration Options: Vault Privacy & Folder Visability
• Bug Fixes: File Errors, Folder Issues & Dark Mode