Vault Enhancements: Upload Folders & Alliance Partner Updates

With the latest Vault enhancements, we’ve made it even easier to upload and manage the files that are most important to you and your clients, while making the Vault more intuitive and easier to use.

Now you can:

  • Easily drag and drop file folders and all their contents into the Vault
  • Offer Alliance Partners access to the latest Vault enhancements like enhanced uploads, search, and more.

Upload entire groups of folders and subfolders at the same time.

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

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A two-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.