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FinanceVault - uploading additional files
Improvement
Under Review
July 31, 2025
Hi, when client uploads additional files into FinanceVault, is it possible to 'tag/mark' new files so we easily identify what has already been provided and downloaded vs reviewing newly provided documents.
As it stands, we have to inspect all the file again and it can get time consuming.
Thanks as always.
1 comments
Stephanie
268 days, 4 hours ago
If you click on the > symbol to the left of each document name, it will show the exact time and date the file was uploaded, to help figure out what document is old and new. But yes still time consuming to click on each of the > symbols to determine where you are up to
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Thank you for your feedback.