Release Date February 26, 2026
New Content Filters Now Available: Upload Method & Upload Source
Upload MethodThe new Upload Method filter allows you to refine your content list based on how the item was created or added. You can now filter by:
This filter makes it easier to:
| Upload SourceThe new Upload Source filter provides visibility into where your content originated. You can now filter by:
This filter is especially helpful for teams who:
It gives you a clearer picture of your content ecosystem at a glance. |
Release Date February 11, 2026
4U Connect Update: Modernized Internal Notes
We’ve upgraded the Internal Notes experience in 4U Connect to make it easier to capture context, review history, and collaborate—without slowing down your workflow.
What’s Improved ?
Cleaner, Faster Note Creation
A new modal for adding and editing notes
Simplified layout for quicker updates
No more wrestling with formatting—just click, write, and save.
See Note Activity at a Glance
Note counts now display directly on content pages and grid views
Quickly identify which records have active discussions—without opening each one
Because sometimes you just want the headline, not the whole novel.
Modern Card-Based Layout
Each note now appears as its own card and includes:
User avatar
Note content
Date
Attachments (if included)
This makes notes easier to scan and understand at a glance.
Focus on What’s Current
The three most recent notes display by default
A “View More” option expands longer notes while keeping the interface clean
You get the most relevant information first, with full detail available when you need it.
Full History in a Side Drawer
Access the complete note history in a dedicated side panel
Add new notes without navigating away from your work
Everything stays in context—exactly where it should be.
Why This Matters
This enhancement helps you:
Quickly find and review important information
Improve collaboration with clearer historical context
Surface relevant updates directly within your workflow
Benefit from our ongoing UI modernization efforts
In short: less clicking, clearer context, smoother collaboration.
🔜 Coming Soon: Shared Comments Log
We’re also introducing a Shared Comments Log to further enhance transparency and communication within records. Stay tuned for more details.
Release Date February 6, 2026
New: Partner Portal Tab
We’ve introduced a dedicated Partner Portal tab to clearly separate the Partner Portal experience from Browse, improving visibility for all users.
What’s new
A new Partner Portal tab now appears next to Browse.
The tab is shown only to Home Office users.
Partner visibility
Investment Companies
Wealth Manager Home Office users will see a green status bar displaying:
A list of Wealth Manager partners
Direct access to each partner’s Partner Portal
If no partners have Partner Portal enabled, users will see the message:
None of your partners have enabled Partner Portal
Wealth Managers
Wealth Manager Home Office users will see a green status bar displaying:
A list of Investment Company partners
Direct access to each Partner Portal
The Preview Partner Portal button has been removed from Manage
With this update, Partner Portal access is more discoverable, better aligned to partner availability, and simpler to navigate.
Your Partnership fuels our efforts. Please contact us at support@4uplatform.com with questions about current features or suggestions for future enhancements.