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  4. 3.12

3.12

Latest updates to the system

  • 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!
  • That Date Modified column updates when actions are performed
  • Access Documents from the Reminders
  • Administrative Portal Changes (Enterprise Platform Only)
  • Vault Tips: Change the folder view for ease of use
  • Vault Tips: Side Panel Preview
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