Streamlining Investor Relations with MyDocSafe Public Links
Investor relations can get messy fast. Important resolutions, consent requests, and document sign-offs often involve dozens—or hundreds—of shareholders. Sending everything as attachments, managing multiple replies, and tracking who’s responded can quickly turn into an administrative nightmare.
With MyDocSafe’s Public Link feature, that complexity disappears.
One Link. Complete Workflow.
Instead of emailing PDFs or chasing signatures individually, you can publish an entire workflow behind a single, secure link.
That link can include:
- A shareholder resolution with e-signature collection
- Voting or consent forms
- Supporting documents and disclosures
- Optional authentication or expiry settings
Shareholders simply click the link to complete the process—no login or setup required.
Perfect for Investor Communications
Public links are ideal for:
- Annual or Extraordinary General Meetings (AGMs/EGMs) – circulate resolutions securely and gather signed approvals fast.
- Shareholder updates or capital raise notifications – publish updates that require acknowledgement or subscription forms.
- Compliance or KYC requests – send one link that walks investors through document uploads, verification, and consent steps.
Each link can be time-limited, trackable, and fully branded to your company. And because the workflow “lives” online, any updates you make are instantly reflected—no need to resend documents.
Security and Control
Unlike email attachments or consumer e-sign tools, MyDocSafe gives you complete control over access and lifecycle:
- Set expiry dates (e.g., 30 days) to match your campaign or resolution deadline.
- Protect links with email verification links.
- Revoke access anytime.
- Store all signed documents automatically in your investor folders.
A Better Investor Experience
For shareholders, the experience is frictionless:
- One click from an email or newsletter.
- Guided workflow on desktop or mobile.
- Clear confirmation and copy of their signed documents.
For your team, it’s fully automated. No manual tracking, no follow-up chaos, no version confusion. You get a single dashboard that shows you the status of each workflow, which can be configured to your specification: each worklfow step can have a bespoke status. What’s more – each workflow step can be configured to trigger an email back to your office.
Run Your Next Resolution the Smart Way
Next time you need investor approvals or signatures, don’t send 100 emails.
Send one MyDocSafe public link — and watch the responses flow in, securely and on time.
Works Seamlessly with Investor Portals
Public workflow links become even more powerful when combined with your MyDocSafe Investor Portal. The public link handles one-off, time-sensitive actions—such as voting on resolutions or signing consents—while the investor portal serves as the long-term hub for ongoing communication, document storage, and performance updates. Once a shareholder completes a public workflow, all signed documents and responses can automatically flow into their secure portal, where they can view their holdings, past resolutions, and upcoming actions. Together, they deliver the perfect balance: frictionless engagement for investors and full auditability for administrators.
Ideal for Startups Raising Private Capital
For founders navigating the challenges of fundraising, every hour counts. MyDocSafe’s public workflow links eliminate the back-and-forth of chasing signatures, distributing investor packs, or managing multiple document versions. Instead, you can share a single, secure link that guides investors through the entire process—from reviewing terms to signing subscription documents and uploading KYC information. It’s a professional, compliant, and efficient way to run your capital raise while keeping your focus where it belongs: growing your business.
