Floating Action Button in Snapshots

November 23, 2025

FeatureSnapshots

Quick-access FAB replaces vertical tab navigation for common actions

What's new

Snapshots now use a floating action button (FAB) instead of vertical tabs for common actions. The button stays visible as you scroll, giving you quick access to key functions without scrolling back to the top.

Where to find it

Go to Portal → Snapshots
Open any snapshot document
Look for the floating button in the corner of the workspace

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Floating Action Button in Snapshots

What's new

Where to find it

Join Advisors saving up to10+ hours every week.every week.

Join Advisors saving up to
10+ hours every week.every week.