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  4. 2026 - Elevation Series – Q2 – Expansion

2026 - Elevation Series – Q2 – Expansion

Releases 5.41-5.42 This quarter introduced new capabilities and extended platform flexibility. These releases add expanded administrative controls and workflow enhancements to support broader use cases and improve operational efficiency.

  • 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
  • Enhanced Email Templates Across the Platform
  • Platform Improvements, Accessibility Updates & Bug Fixes
  • New Collaborators Management Page
  • Enhanced Tables: More Control, More Visibility

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