5.36 December 11, 2025
Enhancements:
-Document Retention V2 - Create, edit, remove document retention policies (1532, 1534, 1534, 1935)
Improvements:
-Recent documents: File listing usability improvement (1714)
-Contact Activity Log: Creation and Permission changes logged (1794)
-User information: Editing email workflow improved (1953)
-Share File via Email usability improvement (1954)

5.35 December 3, 2025
Improvements:
-Contact’s creation and permission activity logs are recorded (1794)
-AI: AI tools available for Unfiled folders (1662)
-Hide right side panel and main menu when opening files (1604)
-Dashboard: Ability to expand Insights and Recent Activity (1735)
-Entities: Choose order of entities (1377)
-Delivery Preferences customizations (1905, 1930, 1931)
-Expiry date/time included in expired file access email (1754)

5.34 November 21, 2025
Improvements:
-Improved system stability and reliability
-Faster overall performance for bulk upload processes
-Enhanced infrastructure for smoother updates and future scalability
-Paper Delivery Preferences (custom implementation) improvements (1732, 1733, 1734)

5.33 November 18, 2025
Enhancements:
-File Upload Request v3: Added functionality for changes, history, and notifications (447, 450, 456)
-Exporting User lists (1053)
-Mobile: Ability to upload and create additional folders (1701, 1702)
Improvements:
-Phone number entry simplification (1824)
-Added activate/deactivate options for bulk actions (1845)
-Bulk unassign Representative access from vaults (1646)
-Option for automated assignment of Representatives to new vaults (1645)
-Option for view layout for vaults only using L1 folders (1761)
-Description for default actions of Collaborators (1762)
-Improved Checklist rules for emails notifications (1704)
-Paper Delivery Preferences (custom implementation) improvements (1815, 1779, 1731, 1772)
General system improvements (1452, 1263, 1696, 1251, 1798, 1764, 1769, 1748, 1754, 1777, 1793, 1806, 1840, 1336, 1683)

5.32 November 4, 2025
Improvements:
- Improved system stability and reliability
- Faster overall performance for users
- Enhanced infrastructure for smoother updates and future scalability


5.31 October 7, 2025
Improvements:
- Contact Type: Appears on Contact list and notifications (1587)
- Folder View: Display top level folders as tiles/icons (1555)
- Notifications: Combined email notifications for Unfiled uploads (706)
- Entity Management: Configuration for showing Entity type side panel (1673)
- Email Verification: Case insensitive email check for file upload request (1379)
- Assorted usability fixes (1695, 1745)
Bugs: 
-General fixes (1680, 1741, 1705, 1694, 1711, 1713, 1743, 1747, 1751)

5.30 Sep 15, 2025
Improvements
-File Upload Request in Unfiled (1468, 1582)
-Dashboard update: Show Vault deletions history (1089)
-Notifications/Access: Household/Organization vault name displayed (1583)
-Bulk upload email notification logging and notifications update (1611, 1612)
-Addepar 3 Tier folder selection update (1632)
-Docusign 3 Tier folder selection update (1632)
-API additions for 3 Tier systems (1637)
-Assorted minor workflow improvements (1623, 1667, 1583, 1641, 1690, 1693, 15952, 15953, 15955)
Bug fixes:
-White screen after automatic logout fix (1686)
-Assorted bug fixes (1161, 1614, 1640, 1657, 15954, 1663)

5.29 Aug 20, 2025
Enhancements
-AI Summary: Redo option added (1572)
-Recent Activity: Last login date/time added to Contacts page (1421)
-Quick Links: Customize menu name option (1543)
Improvements
-AI performance improvement (1569, 1570, 966)
-AI Chat formatting improvement (1571)
-Filters preserved (saved) when navigating away for certain tables (1467)
-Phone number field country default (15948, 15949)
-Bulk upload notification email revision (1515)
-Entity type UI adjustment (1553)
Bug fixes:
-Search current folder only - corrected filtering option (1521)
-Table page number was incorrect in some tables (1531)
-Deleting entities option was unavailable for some account types (1522)

5.28 Aug 3, 2025
Enhancements:
-Dashboard: Client vaults snapshot added to 3 Tier (1482)
-FutureVault Client-Specific Customizations (W-A) (15943, 15944)
-Search: Folder location of searched file linked (1516)
-Unfiled folder: Added “Subject Line” column if uploaded via email (1488)
-AI: Restrict AI tools by role (1499)
-Vault details: Allow adding phone number by other roles (1411)
-Folder icons: Library updated to include additional icons (876)
Improvements:
-Copy Link to Folder: Improved link sharing (1495)
-Entities: Getting started with Entities simplified (1512)
-Bulk upload email notifications template (1515)
-Dashboard recurring reports improvement (1510)
-Security improvements (15942)

5.27 July 7, 2025
Enhancements:
-File Upload: Enable upload to top level (“L1”) folders. (15937)
-Email Notifications: Ability to batch multiple email notifications into one based on time delay (1035)
-Folder Templates: Ability to add folder to active template in subportal (1270)
Improvements:
-Share Link: Improved modal load time & CSV/XLS rendering (1390, 1323)
-Salesforce Add-in: Preview document fix (1409)
-File Pagination: Persist pagination selection (1435)
-Contact Details: Add activity log information (1423)
-General improvements (1074, 1273, 1045, 1386, 1389, 1449, 1451)

5.26 June 4, 2025
Enhancements:
- Encryption option available for additional security if required in some use cases (1156, 15926)
- Shared page: Additional column and sharing option (1176)
- Checklist: Allow reorder checklist items (15928)
Improvements:
- Recent tab: Additional description for various use cases (1302)
- Dashboard: Additional performance improvement for large data sets (1319)
- Salesforce integration improvement for large file preview (15931, 1356)
- General workflow improvements (1375, 1250, 1351, 1368, 1343, 1164, 1391, 1376, 1385, 1400, 1401, 1402) 

5.25 May 15, 2025
Enhancements:
- Table management: Tables have updated interface with more convenient options and faster performance (1220)
- Permissions access: Allow access to multiple sponsors (943)
- Entity management: Assignment of entities is more clear with automatic and manual options (1307, 15923)
- API: Recent Documents available through API (1172, 1257)
- API: AI Data Extraction available through API (1229)
Improvements:
- Dashboard: Improved performance for large data sets (1301, 1300)
- General workflow improvements (1241, 1302, 1304, 1330, 1350) 

5.24 April 23, 2025
Enhancements:
- Add folder to active template (2-tier implementations) (1243)
- Dashboard: Reporting tool allows 1 day for Recent Activity (1248)
Improvements:
- Custom folder sequence (1247)
- Restrict file view columns (1246)
- Data Extraction improvements for handwritten scanned forms (15918)
- General workflow improvements (15717, 1059, 1140, 1157, 1158, 1252, 1215, 1235, 1224, 1218, 1236, 1242, 1256, 1255, 1265) 

5.23 April 10, 2025
- Feature: Data Extraction panel for AI-enabled vaults (15916)
- Feature: Double encryption enabling/disabling (1156)
- Enhancement: MFA can be set as required for various user types (964)
- Enhancement: Speed improvement setting configurable (1156)
- Enhancement: Copy Link to Folder action added (1238)
- Bug fix: Reference number could incorrectly include “null” in some workflows (1146)

5.22 April 2, 2025
Enhancement: SMS for MFA method changed for improved deliverability.

5.21 March 27, 2025

Enhancements / Improvements:
- Share Link: Create links to shared files (1006)
- Integration: Addepar integration available (1171)
- In Review vault table has improved style and functionality (15912)
- PDF annotations and edits prompts to save if user navigates away (986)

Bug fixes:
-Dashboard Recent Activity: Performance improvement change (1178)
-Entity usability fixes (1163, 1169)
-Navigation fix leaving Expiring Documents page (1167)

5.20 March 12, 2025
Enhancements / Improvements:
- Recent Documents view - see latest files viewed, modified, or added by you or others within a vault. (15897)
- AI Autofile in Unfiled documents - organize unfiled documents automatically with confidence (15813)
- Swagger API Documentation - updated API documentation for clarity, added data extraction IDP, added AI face detection (15899)
- AI token tracking - track AI usage (15900)
- Download files - download up to 100 files at once in a zip package
- Various improvements (1103, 1148, 15901)
Bug fixes:
- Checklist fix - select all previously only selected the first 50 items in the list (427)
- Various cosmetic improvements (15685, 1160)

5.19 February 5, 2025
Enhancements / Improvements:
- Archive Vault feature
- Apply multiple labels to documents
- Merge PDF feature
- Upload empty folders
- AI Copy Summary button added
- Save custom labels
- Flexible Permissions improvements
- Setting for Rep access to Unfiled and Reminders
- Folder separation for Essential and Premium folder taxonomies
- Show display name for Households and Organizations throughout platform
- Dashboard Recent Activity: Improved performance for large portals
- Show eye icon on password fields
Bug fixes:
- File Upload Request load time fixed
- Assorted minor fixes

5.18 January 8, 2025
Enhancements / Improvements:
- Improved AI engine leading to 27% better results (15857)
- Sending files from higher tier to lower tier enabled (15873)
- Folder upload enabled in web interface (C645)
- Vault name now appears throughout vault interface and email (C812, 15872)
- Docusign integration for Docusign Connect allows templates to send electronically signed documents to the vault when reference number is included in the file (15827)
- Save / Print emails sent to Unfiled folder (C901)
- 3 Tier access to Expiring Documents enabled (C598)
- Folder access listing enabled for users with vault access (15871)

Bug fixes:
- Security enhancement (15874)
- Special characters now enabled for vault names (C692)
- Assorted bug fixes (S3668, 15876, 15875, 15865, C1029, 15877, C598) 


5.17 November 26, 2024
- Enhancement: Improved parallel processing of bulk uploads (FV-14147)
- Enhancement: Data extraction improvement with enhanced OCR setting (900, 15855)
- Assorted user interface improvements (955, 953, 981, 963, 900, 834, 15845, 983, 15860, 985, 15816)

5.16 Nov 14, 2024
- Feature: Generate API keys from Integration page (15842)
- Feature: Document Retention Policies V1 (15843)
- Enhancement: Docusign V2 (15850)
- Enhancement: AI summary and document length extension (15844)
- Functional Improvements: 833, 801, 15702, 852, 886
- General Usability Improvements (15360, 15521, 15739, 15744, 15775, 15785, 15787, 15793, 15795, 15800, 15807, 15808, 15809, 15810, 15815, 15817, 15825, 15841, 15848)

5.15 Oct 3, 2024

Enhancements / Improvements:
- Distribute documents to other vaults (move/copy) (15788. 15789)
- Expiring Documents default adjusted to look-forward 90 days (15790)
- Ability for Head office to edit client profiles (15792)
- Assorted user experience improvements (15468, C706, 15703, 15725, 15741)
- Performance improvements (15752, 15767)

Bug fixes:
- Entity name for Household and Organization correction (15791)
- Assorted permissions adjustments and edge case fixes (FV-15699, FV-15723, FV-15728, FV-15731, FV-15734, FV-15742, FV-15743, FV-15746, FV-15750, FV-15751, FV-15755, FV-15757, FV-15758, FV-15760, FV-15774, FV-15781, FV-15780, FV-15791)

5.14 Sep 12 , 2024
Enhancements / Improvements:
- Groups management improvements for Head Office (C419, FV15351, FV15721)
- Expiring documents available for more user types (FV15433, FV15674)
- Entity management improvement (C72)
- Export from Advisor Group feature (FV15686)
- AI Chat feature (FV15714)
- General interface improvements based on customer feedback (FV15350, V792, C793, FV15715)
- PureFees Docusign Data Extraction - Relabelling and adjustment of extraction requirements(FV-15726)

Bug fixes
- Preview from some DOC files is corrected (FV15690)
- Assorted minor bug fixes (15467, 15469, FV15637, FV15681, FV15687, FV15724, FV15445)

August 08, 2024
Release Notes
5.13 August 28, 2024

Enhancements / Improvements:
- Activity logs for Users improvements (TCNUCK-211)
- Export Clients and Advisors with more data (TCNUCK-654)
- Reference Number information for Vaults (TCNUCK-728)
- Allow multi-select resolving expiration date (TCNUCK-682) 
- Expiring Documents Overview: Admin/Sub-Portal Representative Access (TCNUCK-599)

Bug fixes:
- Assorted permissions and access (FV-15473, FV-15491, FV-15493, FV-15520, FV-15526, FV-15571, FV-15571, FV-15633, FV-15635, FV-15645, FV-15651, FV-15666)
- Fixed reminder link on email for TA (TCNUCK-716)
- Fixed characters issues (FV-15630)
- Uploading and viewing file bugs (FV-15639, FV-15662)
- UI issues (FV-15659, FV-15660, FV-15663, FV-15671, FV-15678)
- Dashboard numbers counting fixed (FV-15665)
- KYC extraction to deal with joint clientIds with comma(TML-199)

Branch Deployed =            master
Bitbucket Build Time =       Thu Dec 18 11:10:30 EST 2025
Bitbucket Pipeline Number =  5366