In the third quarter of 2024, FutureVault rolled out innovative features designed to enhance administrative control, improve reporting capabilities, and introduce AI-driven efficiencies. With updates like enhanced contact visibility, customizable dashboard reports, and powerful AI tools for document processing and insights, users can manage data with greater precision and ease. Let’s explore the key updates that are transforming how users interact with their Vaults this quarter (Q3 2024).

Key Product Highlights Released Q3 2024:

Enhanced Contact Visibility Control (v5.11.0) – Released: July 10, 2024
A new flag gives admins control over whether user contacts are visible in client vaults, improving data privacy and management.

• Contact Control: Admins can request to toggle contact visibility for added privacy.

Dashboard Reporting (v5.12.0) – Released: August 7, 2024
Generate one-time or recurring reports based on dashboard components and filters, available in PDF format, directly emailed to users.

• Custom Reports: Create personalized reports using dashboard data.
• Recurring Reports: Schedule regular reports similar to Outlook-style scheduling.

Entity Enhancements (v5.12.0) – Released: August 7, 2024
Manage entities more efficiently with improved filtering, editing, and tri-state checkboxes for clear entity assignments across multiple documents.

• Flexible Assignments: Easily retain or update entity assignments for documents.
• Simplified Filtering: Better sidebar management for document filtering.

Quick Link Builder Redesign (v5.13.0) – Released: August 29, 2024
The Quick Link Builder has been redesigned for improved functionality, including drag-and-drop organization, link duplication, and real-time previews.

• Drag-and-Drop: Easily reorganize links with a simple drag-and-drop.
• Duplicate Links: Speed up workflow by duplicating frequently used links.
• Real-Time Preview: Preview links to ensure accuracy before saving.

Customized Client Reports in Admin Portal (v5.13.0) – Released: August 29, 2024
Admins can now generate detailed, customizable reports on client activity, vault usage, and compliance, available for export in CSV format.

• Custom Report Fields: Tailor reports with data fields like Vault Type, 2FA status, and more.
• Exportable Reports: Export reports for further analysis or sharing.

AI Features Using LLM (v5.13.0) – Released: August 29, 2024
Users can now leverage Artificial Intelligence and Private LLMs to quickly summarize documents, extract keywords, extract expiration dates, generate contextualized action items, set reminders, and more! This technology eliminates the need to manually search through lengthy files or databases, making information retrieval faster and more efficient.

• AI Summary: Quickly generate summaries and action items from documents.
• Intelligent Document Processing: AI and OCR technology extracts structured and unstructured data from documents automatically such as expiration and maturity date(s), creates actionable items against which reminders can be set and enhances document searchability.
• AI Chat: AI Chat feature allows users to engage and ask complex, natural language questions about documents, and receive accurate, context-aware responses. Users can further use the responses to generate ideas for client engagement, generate client insights, write emails, and more.

Head Office Admins Can Now Manage Client Vaults and Users (v5.14.0) – Released: September 17, 2024
Head Office Admins can now fully manage client vaults and users for sub-portals, offering centralized control over client data and team management.

• Full Vault Control: Create, update, and manage client vaults.
• User Management: Easily add, modify, or remove users within sub-portals for streamlined operations.

Q3 2024 Conclusion:

Q3 2024 brings cutting-edge AI capabilities, redesigned features for improved usability, and enhanced admin controls. These updates not only simplify document management but also introduce new ways to interact with data intelligently. FutureVault continues to push the boundaries of innovation, providing users with the tools they need to operate more efficiently and securely.