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

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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

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Release Notes 2

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