The folio detail page replays a submission in the shape it was made, with each document's extracted values grouped beneath it

A folio's events are now grouped into the seven stages of its submission, with repeated events folded into one line and failures surfaced to the top of their stage — plus a dedicated Event Timeline for every connected integration

Connect Less Annoying CRM with a pasted API key, import contacts from the Clients page, and write folio values onto contact custom fields — plus document summaries posted as notes and a copy of every collected file attached to the contact

Request a document from a client from inside the Intercom inbox — the FolioReady panel shows the contact's folios and sends a request from one of your templates, no tab-switching

Client form links no longer reveal anything on their own — an unverified visitor sees your branded form with every field empty, while a client who confirms a code sent to the address on their record sees their real details in full, read-only

The ready-made template catalog grew to 86 templates across tax, legal, real estate, healthcare, HR, lending, KYC/KYB, due diligence and more — browse, import in one click, and adjust to fit

Document slots can accept a whole stack of files and the client portal shows only your named checklist — the AI auto-match announced in this release has since been withdrawn, and loose or emailed files now wait in the folio's file area for you to place

The biggest templates update yet — a ready-made template catalog you can import in one click, one template that collects three ways (portal form, sent request, or email-in), named document checklists, and image styling to brand your forms

Sign in to FolioReady with your existing Google or Microsoft account — Login with Google or Microsoft, with your two-factor security carried over and identity-only access that never touches your email or files

A new client-level Event Timeline rolls up every event across all of a client's folios into one searchable feed, with a one-click filter by activity family (Folio, File, Notification, AI, Insight, Storage, CRM) and a Details link from each row to its folio