What's New

DocVault | Bulk Downloads

DocVault provides bulk downloads for advisors to quickly download multiple documents at once. Click here for more details. 

• Bulk downloads are limited to 20 files at a time.
• Automatically produces a file called "downloads.zip."
• The table of documents in the Advisor UI has been updated to make the "Preview Document" icon easier to find and for the document details to appear when the row is clicked.

What's Improved

Reports | Custom Templates

• We've added the ability to edit the name and delete user-created Report Templates from the Report Landing page. 

Reports | Income & Expense Report 

• The income & expense report has been updated to sort transactions in ascending date order. (Previously, transactions were sorted by size.)

What's Fixed

Reports | Cost and Gains

• We've fixed a bug that caused Cost and Gains columns to show up for reports not including Cost and Gains data, resulting in empty columns.