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

See all 12 articles

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

See all 13 articles

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!

See all 21 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 2

• Release Notes for 3x
• Release Notes for 4x