Platform Release V4.7 (September 2023)

Last week, our team released several new updates and enhancements to the FutureVault platform to make managing your everyday workflow much easier. 

Below are some major highlights from this release including what’s new and improved, and additional platform enhancements and upgrades. Continue scrolling to learn more about how this release can benefit your firm, your advisors, and your clients.

CHECKLIST IMPROVEMENTS

Individual Document Filing Locations 

Vault Administrators and Representatives now have the ability to select and assign the filing location per individual checklist item.

When creating a new Checklist Template, Admins and Reps will still need to assign a Default filing location for the checklist. Depending on the Checklist itself or the type(s) of documents being requested, Admins and Reps may need to file these documents in different folders for better organization. This is where being able to override the Default location by selecting and assigning the individual filing location comes into play. 

Watch the video below of how Admins and Reps can select and assign an individual filing location.

Checklist UI Improvements

Along with the above improvement, the overall design and interface of the Checklist functionality has been improved to create more consistency across all areas of the Vault. Stay tuned for more improvements, updates, and enhancements coming to Checklists in the near future!

UI & UX IMPROVEMENTS FOR ADMINS & VAULTHOLDERS

Administrative UI and UX Improvements 

Several enhancements and improvements have been made for Admin and Rep users, providing a better overall experience when navigating through the vault and managing user/client lists, co-owners, Trusted Advisors, folders, documents, and more. 

• Unassign Co-owners.
• Accepting French characters on Client names.

Vaultholder UI and UX Improvements 

Several enhancements and improvements have been made for clients and Vaultholders to create a more seamless and frictionless experience when uploading/managing documents, managing contacts and Trusted Advisors, and more.

• Allow commas, #, and apostrophes on document and folder names.

Bug Fixes

• Maintain document labels when moving documents from the unfiled section.
• Vaultholders can successfully edit subfolders they have created within company folders.
• Display accurate Co-owner account status.
• Resolved spacing issue on reference numbers.
• Ensure all Admin users receive upload notifications if enabled.