Key Features of Client Portals and Vaults at FutureVault

Modified on: Tue, 21 Jan, 2025 at 7:20 AM

All vaults come with robust features designed to facilitate secure, efficient, and organized document management. Below is a comprehensive overview of these functionalities: 

1. File and Folder Uploads

  • Essential Vaults allow uploads only inside the second level and below of the folder structure. The first 2 levels are locked and automatically created. 
  • Premium Vaults offer greater flexibility, enabling uploads directly into the Premium section.
  • Use the top search bar to find documents, folders, or contacts by keyword.
  • The “View All” page displays search results, while the side panel allows you to preview selected items quickly.

3. Unfiled Section

  • Each vault includes a unique inbound email address, that can be share to sent files directly to the vault.
  • Essential Vaults: Do not allow direct file upload in this area. User must select a level 2 or below to save the files.
  • Premium Vaults: Support saving files temporarily in this section for later organization, to be move later.
  • By default, administrative users do not have access to this section unless explicitly requested. Contact your Customer Success Team.
  • Securely share individual documents with recipients using encrypted links.
  • Set expiration dates to ensure access is automatically revoked after the specified time.

5. Expiring Documents

  • Manage files nearing expiration by resolving, exporting, or filtering them by date range.
  • Request to the Customer Success team to enable auto-reminders for primary owners to monitor and address expiring documents.

6. Custom Reminders

  • Add manual reminders to documents or standalone items to track important deadlines or actions.

7. Open Multiple Files

  • Select multiple files and open them simultaneously. Toggle between tabs to review all open documents easily.

8. Hide Menus for Full-Screen Viewing

  • Collapse the main menu and side panels to maximize your viewing area for file content.

9. File Upload Request List

  • Create secure, customizable file upload requests tailored to specific needs.
  • Streamline document collection with specific or generic requests.

10. Deleting Documents

  • Users can delete and restore documents they’ve uploaded. Files added by the company can only be removed by administrative users.

11. In-App Notifications

  • Stay updated with real-time notifications for uploads, reminders, expiring documents, collaborations, shares, and deletions.
  • Access a comprehensive history of notifications in the Notification Center.
  • Associate documents with relevant contacts to track involvement and discussions.

13. Entities and Dynamic Visualization

  • Activate multiple entities or tags for enhanced organization and access control.
  • Assign permissions based on entities/tags for improved security.

14. Document History

  • Track all document actions, including timestamps, to maintain transparency and accountability.

15. Document Labeling

  • Add custom labels to documents to improve organization and searchability.

16. Collaboration

  • Grant external users access to specific folders or entities.
  • Set expiration dates to automatically remove collaborator access.
  • Collaboration can be disabled upon request by the company.

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