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 = Wed Jun 4 12:49:04 EDT 2025 Bitbucket Pipeline Number = 4748