As your business grows, it becomes even more essential to create efficiencies in your workday – and we know every little bit can make all the difference.
With the latest Vault enhancements, we’re unifying the Advisor and Client Vault experiences, while adding new functionality that will make the Vault more intuitive and easier to use.
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 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.
Some features have been discontinued:
Due to low usage, and in an effort to provide a more intuitive and streamlined document management experience, categories and expiration dates from the advisor view and tags from the client view have been removed. In addition, the ability for clients to Download All files from their Vault has also been temporarily disabled.
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 latest Vault enhancements? Send us an email or call us at 888-362-8482.