The In Review feature now gives administrative users and representatives even greater control over document visibility inside the vault. These updates ensure files are properly vetted before reaching clients and allow for quick corrections if mistakes happen.
1. Auto-Set User Uploads as In Review
Companies can now configure all uploads from administrative users to be automatically marked In Review. This ensures files undergo internal checks before becoming visible to clients.
2. Revert Published Files Back to In Review
If a file was mistakenly published, admins and reps can now right-click and 'Mark as In Review' again. This safeguard makes correcting human errors quick and seamless.
Use Cases
Compliance & Oversight: Keep sensitive files under review until approved.
Internal Collaboration: Admins and reps can prepare files without risk of premature visibility.
Error Recovery: Instantly revert published files back to In Review to avoid confusion.
