Nobember 2025 release notes | MyDocSafe

In this sprint we worked primarily on the way portal messages work.   Portal messages are secure chat rooms with benefits: you can send an unencrypted notification, or a message that requires logging in to be viewed, you can request documents via an upload button or ask clients to fill out fact finds.  We added some bells and whistles:

  1. you can now use your saved message templates to compose your portal messages faster
  2. you can now set the default security setting for portal messages.  This is useful if you want to turn off the requirement to login before the message can be viewed
  3. Broadcast messages no longer require a login to be viewed

We have also optimised slow queries to speed up the platform.  If you still experience any issues with loading speeds, please let us know.

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10 septiembre 2026

September 2026 Release Notes

One-time identity verification, formatted client messages and multi-file uploads are here — alongside future billing start dates, a next invoice page for clients and two-factor backup codes.

31 julio 2026

July 2026 Release Notes

Less chasing, more assurance: workflow deadlines, automatic client reminders, per-signer signature control including AES and QES, in-workflow document uploads, quick actions and API access.

2 mayo 2026

Notas de la versión de mayo de 2026

MyDocSafe mayo 2026: nueva app para iOS con autenticación biométrica, navegación superior rediseñada, página Tasks más rápida, mejoras en facturas y pagos, y páginas de inicio de portal personalizables.

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