Welcome to our March 2025 release notes Taking payments is now possible via GoCardless we have added GoCardless as an available payment method. You can now send quotes and proposals and request clients to set up their payment via GoCardless. To enable the integration go to Home/Settings/Integrations/GoCardless. if you use a payment system currently not […]
February release notes
Welcome to our first release note of 2025 Document management We now support multi-media files (audio and video) on premium subscription plans. You can upload a recording directly from your mobile phone into your MyDocSafe account via any supported browser. Just login, go to Documents or a folder where you want to upload your recording […]
December release notes
Welcome to our December release notes Authenticator apps You can now turn on 2-factor-authentication through a mobile app instead of SMS. To do that, go to Personal Settings in the top right corner and select Security. We support most major authenticator apps: Google Authenticator, Authy, and Microsoft Authenticator Turn off SMSs if you prefer an […]
November news release
November release notes Internal documents / private portal areas. Portals now can be configured to feature folders that are not visible to client users. This is particularly useful if you would like to hold both published and unpublished documents in the same client portal. To enable “Internal Documents” to to Portal Group Settings page and […]