3.12 18

• 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!
• That Date Modified column updates when actions are performed

See all 18 articles

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

See all 12 articles

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

Release Notes 1

• Release Notes