Vault Drag and Drop Update

As your business grows, your responsibilities increase, and there’s less time to get everything done. Working as efficiently as possible is a key to success. With the latest Vault update, you can drag and drop files into sub-folders within the Vault, saving you time in your day.

This small improvement is just one of many enhancements we’ve made to the Vault experience in the past year.

Learn more about all the Vault enhancements released over the past year by watching our release recap webinar.

The latest updates unified the Advisor and Client Vault experiences while adding new functionality to make the Vault more intuitive for new clients.

Additional enhanced Vault features include: 

• The ability to easily drag and drop multiple files and folders from your computer into the Vault
• A modern progress bar to track the status of uploads.
• Simple search capabilities to instantly find the file you need from any folder in the Vault.
• Bulk document upload capabilities.
• A new, easier way to identify shared documents.
• The ability to upload any file type into the Vault (except for executable files).
• New file type icons.

Drag and Drop Functionality

The process of uploading files to the Advisor and Client Vaults has been simplified. You can now select, drag and drop all applicable files from your desktop or folder directly into the Vault.

Bulk Document Uploads

In addition to drag and drop functionality comes a new bulk upload feature.  Restrictions on the number of simultaneous uploads have been removed, allowing you and your clients to quickly back up and transfer all of your important documents.

Track the Progress of Uploads

Your new progress bar allows you to easily identify the progress of your file uploads, so you can quickly see when your new files will be available in the Vault.

Search for Documents by Name

We’ve made it easier to find the document or report you need. Our new search functionality allows you to quickly search every folder in the Vault, identifying documents by name.

Easily Identify Shared Documents

Based on user feedback, we’ve created an easier way to adjust document and folder visibility. A green check mark signifies that your document is shared and visible to your clients.

Upload All Files Types

The choice is yours. Any file type, except for executable files, can now be safely uploaded to the Vault.

New File Type Icons

Our new icons will help you quickly locate the file you’re looking for by allowing you to easily identify pictures, PDFs, spreadsheets and more.

Questions about the Vault? Send us an email or call us at 888-362-8482.