What's new
A running list of recent improvements to Vaultform.
August 2026
Bulk actions on the dashboard
Assign, tag, or cancel multiple requests at once instead of one at a time.
August 2026
Saved dashboard views
Save a search and filter combination as a named view you can apply again with one click.
August 2026
Team activity feed
Admins can now see a summary of what the team accomplished in the last 24 hours.
August 2026
Automation rules
Automatically tag new requests based on the customer's email domain — set it once, applies going forward.
August 2026
Shareable "what you'll need" preview links
Share a checklist with a customer before you ever send a real request, so they can gather documents ahead of time.
August 2026
Smarter reminders
Reminder emails now pause automatically for a few days after a customer engages, instead of sending on a fixed schedule regardless of activity.
August 2026
Quiet hours for emails
Set hours during which reminder and digest emails won't send, respecting your customers' time.
August 2026
Customer data controls
Customers can now download a complete copy of their own data, and businesses have a formal way to fully erase a customer's information on request.