July–August 2026 in Vetting Vault

Your AI assistant can now update the data room

Until now, an AI assistant connected through Vetting Vault's MCP server could only read your deals. Now it can do the work too, on deals where you're an owner or admin: create, edit, move, reorder, assign and delete requests; create projects and sections; upload, move and delete files; post comments; copy requests into another project; and open a new deal. Clean up a request list or file a batch of documents straight from your AI chat.

Every change is recorded in the deal's activity log under your name, destructive actions need an explicit confirmation, and deleted requests go to the recoverable trash. Settings → AI Connect now has setup steps for Claude, ChatGPT and Grok — they all use the same server URL.

Copy requests into another project

Select requests in a project and choose Copy / Move to duplicate them — with their files, written responses and AI summaries — into another project or section of the deal. The originals stay as they are. Bring the comments along if you want them; assignments are never copied. Large selections copy in the background with a progress view.

Know when someone replies

Once you've commented on a request or in a deal chat thread, you get a notification and an email when someone replies — not just when you're @mentioned. You're never notified about your own replies, emails are limited to one per thread every 30 minutes, and your comment notification setting still applies.

Also new

• A clearer invitation page: before accepting, people see the deal, the company, their role, who invited them, when the invite expires and whether an NDA is required. They're sent to sign in or create an account with the invited email already filled in, and land straight in the deal.
• Approval alerts: on deals that require approval to join, owners and admins get an email and a banner on the deal overview when someone is waiting, and the person waiting sees that their request is pending.
• Deal AI can open a specific request with its files and details, and look up the deal's Q&A and sections directly.
• Deal admins, not just the owner, can invite, change roles and remove members in Deal Options.
• The signer's name now appears as a signature on the signed NDA PDF.

Plus miscellaneous bug fixes, features and upgrades.