Glenmede January Release: Vault Updates: Enhanced Uploads, Search, and Visibility Coming Soon

You’re already using the Vault to organize your clients’ financial lives, by making it easy to securely share and access files whenever and wherever, from one location.

Next month we’re taking it up a notch by updating Vault functionality. With this update, you’ll now enjoy a streamlined process for uploading and managing your clients’ important financial documents.

New features include:

• The ability to easily drag and drop multiple files from your computer into the Vault.
• A modern progress bar to track the status of uploads.
• Simple file name 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.
• Upload any file type into the Vault, except for executable files.

Due to low usage and in an effort to provide a more intuitive and streamlined document management experience, some existing functionality will be removed. Features being removed include categories and expiration dates from the Advisor Vault.