February–March 2026 in Vetting Vault

Cloud Sync to Dropbox, Box, Google Drive and OneDrive

Subscribers can connect their own cloud storage and have a deal's files copied there automatically. Connect an account under Settings → Storage, then open Cloud Sync in the deal. Turning it on also syncs the files already in the deal, and Sync All Files brings everything up to date with a progress count. Files are filed by deal, project, section and request, so they're easy to find in your own storage, and each file shows whether it has synced.

Webhooks for Zapier, Make, Slack and your own systems

Send a real-time notification to another tool whenever something happens on the deals you choose — a request created or its status changed, a file uploaded, a comment added, a Q&A question asked or answered, a guest upload received and more. Add an endpoint in Settings → Webhooks, pick the events, send a test ping and check the delivery log. Failed deliveries are retried automatically. Webhooks are available to subscribers, for deals where they are an owner or admin.

Automatic reference numbers

New deals number their sections and requests automatically — 1, 2, 3 for sections and 1.1, 1.2 for requests — so everyone can refer to "item 3.4" on a call. Drag a request to a new spot and the numbers update, with the new number shown while you drag. Numbers already in an imported list are removed so they don't double up.

Stronger watermarks and a tidier share view

Watermarked share links now stamp Word and Excel files as well as PDFs, on single downloads and download-all. Turn watermarking on or off per link and choose an intensity from Subtle to Bold. Recipients see shared files grouped by section and request, with collapsible sections and a download button for each.

Also new

• Move requests in bulk: select requests and move them to another section or project, with the action bar staying on screen as you scroll.
• Apply Template improvements: search your templates, see the newest first, and choose whether new items go at the top or bottom of the project.
• Export Requests: download a CSV of a project's requests with their status and written responses.
• Import Template: drag and drop your file, and CSV files are now accepted.
• Transfer deal ownership: hand a deal to another admin on it, keeping an admin role yourself.
• Q&A notifications open the exact question that was answered or mentioned you.

Plus miscellaneous bug fixes, features and upgrades.