January 2026 in Vetting Vault

Search everything in a deal, including inside documents

Every deal has a search box in the header (Cmd+K or Ctrl+K jumps to it). It searches requests, files, Q&A, chat, comments, team members, projects and sections. Turn on "Search inside documents" to search the text of uploaded PDFs, Word and Excel files, CSVs and text files too — new uploads are indexed automatically. Click a result and it opens the exact request, file, comment, question or chat message.

Send fillable forms with your requests

In the template builder you can attach a file, such as a blank form, to any item. When the template is applied, that file comes along on the request marked "Download & Complete". People uploading through an Intake Link see a Complete & Upload box, so they can download the form, fill it in and upload it in the same place.

Vetting Vault recognizes what was uploaded

After a file is uploaded, Vetting Vault works out what kind of document it is — a bank statement or a tax return, for example — and the period it covers. A sparkle icon on the file shows the details, so you can tell what arrived without opening it. If AI is turned off for a deal, this is turned off too.

Also new

• Preview images, video and audio in Vetting Vault without downloading them first.
• People you send a share link to can preview PDFs, images and Office documents in their browser before downloading.
• A better experience on phones: a bottom navigation bar with Activity, Search and Create, a quicker project switcher and a redesigned request view.

Plus miscellaneous bug fixes, features and upgrades.