FutureVault offers a wide array of features designed to optimize document management, collaboration, and client engagement. Depending on your user role and portal type, certain features will be available to you. Some features also require add-ons to activate. Here’s a comprehensive overview:
- Administrative Features
- Collaboration and Document Tracking
- Dynamic Visualization and Tagging
- Automation and AI-Driven Tools
- Secure Storage and Folder Management
- Client Engagement Features
Administrative Features
Dashboard
Centralized insights for efficient portal management:
- Overview of users, vaults, checklists, and expiring documents.
- View recent actions like file deletions, downloads, and uploads.
- Quick filters and reporting options for better monitoring.
Template Management
Customizable folder structures for tailoring vault organization to specific client segments.
Global Folders
Automatically distribute shared content (e.g., compliance files, marketing materials) to all client vaults via the Corporate Vault.
Note: Requires Corporate Vault activation.
Quick Links
Streamlined navigation for teams and clients:
- Create Head Office-specific links in 3-tier portals.
- Set external links for clients in 2-tier portals.
Integrations Tab
Access key integrations like Zapier, DocuSign, Adobe Sign, and FutureVault API.
Collaboration and Document Tracking
Documents In Review
Upload files for review to ensure accuracy and compliance before publishing.
Expiring Documents
Manage files nearing expiration with tools to resolve, export, or filter them by date range.
Checklist
Track document requests and action items for clients and Trusted Collaborators.
File Upload Request List
Efficiently create specific or general file upload requests to securely gather documents. Customize requests for individual needs or broad requirements, ensuring secure and organized document collection.
Share Document via Encrypted link
Securely share a single document with recipients via an encrypted link. The recipient can view and download the file, while you maintain control by setting an expiration date for automatic access removal.
Dynamic Visualization and Tagging
Enhance organization and control inside a vault:
- Create entities or tags to organize files and folders.
- Assign permissions to users based on these entities/tags for enhanced security and access management.
- Set expiration dates to auto-remove collaborators access.
Automation and AI-Driven Tools
FutureVault AI Features
Revolutionize document handling with:
- Document Summary: Instant summaries for quick insights.
- Auto-Extract Expiration Dates: Automatically flag important dates.
- Task & Reminder Suggestions: Simplify task creation.
- AI Chat on Documents: Ask questions for contextual information.
- Smart File Suggestions: Get location recommendations for unfiled documents.
Auto-Generate Reference Numbers
Automatically assign unique reference numbers to vaults, enabling seamless mapping for bulk uploads.
Document Retention Policies
Set retention rules for automatic document flagging for deletion based on creation date, modification date, or labels.
Secure Storage and Folder Management
Private Folders Section
Designate folders for sensitive files that are not visible to clients.
Blacklist Document Prefixes
Control uploads by defining restricted prefixes:
- Prevent files from being added to the "All Documents" area.
- Redirect them to the Private Folder Section instead.
Fillable PDFs
Enable users and clients to complete and save forms directly within the vault, preserving the original file.
Client Engagement Features
Main Contact Card
Highlight up to two team members for direct communication via email or phone from within the client vault.
Global Trusted Collaborators
Grant external users access to specific Level 2 folders across multiple vaults for seamless collaboration.
Note: Available in Professional 2-Tier portals.