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 This is particularly useful if you would like to hold both published and unpublished documents in the same client portal.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 […]
MyDocSafe Portal Dashboard Page released and other items
Welcome to March 2024 release notes. We have quite a few new features we want to share with you. The biggest feature in this release is the Portal Dashboard Page or a Portal Home Page It transforms client experience. You can now publish a Dashboard that serves multiple purposes: publish a welcome message with your […]
Send Proposals to Prospects
We have now released Prospects, a new way to send quotes and proposals Prospects is a type of a portal group which lets you send quotes and proposales (“SalesFlows”) to users by email. You can create as many Prospect groups as you need Recipients do not need to have portal access. The proposals will arrive […]
August 2023 release notes
Welcome to our August 2023 release notes We have changed the name format of documents signed with MyDocSafe Docusign sends you 2 files: A summary document A pdf with this file format: Complete_with_Docusign_XXX where XXX is the file name of the original document We create a single document with the summary appended to it. The […]