{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/1fefff40e93a484c8a6369b020aa8818\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/1fefff40e93a484c8a6369b020aa8818-a276267c5eaae329.gif","duration":218.923,"title":"Port-All Release Notes 09082026","description":"This Loom reviews new portal updates for how document submissions capture and synchronize metadata with Box. It instructs users to go to My Firm and click Add Documents, then select Checks and Securities Blotter to complete new Blotter Details fields such as source, receipt, resolution, tracking, and submission details, plus additional fields for correspondence and marketing and advertising. The Loom explains that these new fields are automatically mapped into Box metadata, and that approval and rejection states in Box will reflect the portal review outcome. It also notes that if a submission is returned for correction, a corrected document is uploaded as the next version in Box with version control."}