2026 – Elevation Series – Q4 – Momentum 2

• Enhanced Control Over Entity IDs and Reference Numbers
• Request Multiple Files and Route Them to the Right Folders

2026 - Elevation Series – Q3 – Optimization 7

• More Control When Sending Collaborator Invitations
• Clearer Email Notification Preferences
• Enhanced Documents In Review Table
• Refreshed Folder Icons and Improved Folder Navigation
• Smarter Document Upload Experience with Inline Entity Selection and Modern Notification Controls

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2026 - Elevation Series – Q2 – Expansion 9

• Vault Retention Hold for Secure Data Management
• Share Links: Share Live Folders That Stay Up to Date
• Stability Improvements Across Contacts, Share Links, and Audit Logs
• Expanded Workflow Permissions for Representatives
• New Financial Snapshot Dashboard Experience for Vaults

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2026 - Elevation Series – Q1 – Foundation 11

• Multi-Session Login: Access Your Account Across Multiple Devices
• Improved Navigation in Account Settings
• Bug Fixes, UI Improvements & Extended Session Login
• Improved Collaborator Invitation Email
• New Contact Activity Logs for Vaults

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2025 - Quantum Series 56

• 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)
• Fillable PDFs (v5.3.0)
• New columns available on Client List (v5.4.0)

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2023 - 2024 - Orion Series 39

• New Admins Tools
• Modern Look and Feel with Enhanced User Accessibility
• Collaboration improvements
• Label feature enhancements
• More tools for Administrators

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2021 - 2022 - Nebula Series 50

• New labels on the icon view
• Updated Account Labels
• New Tools for Administrators
• Introducing Vault Shortcuts
• Vault Tips: Downloading documents

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Release Notes 1

• FutureVault Release Breakdown: Release Notes