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 […]
MyDocSafe July 2023 release notes
Welcome to our July 2023 release note. Here is what is new: Request Files are now Messages “Request files” feature has been retired and has been replaced by ‘messages’ feature. You can now send unencrypted messages to portal users and include a secure document upload link in the message. To enable ‘messages’, go to your […]
MyDocSafe June 2023 release notes
Welcome to our June 2023 release note. Here is what is new: Workflows dashboard we added search and sorting for easier data lookup. Note that ‘Home’ dashboard shows all workflows started across all portal groups and portals. If you are interested in looking at worklfows started in a specific Portal Group, you can ither sort […]
Our Workflows now have AML checks, questionnaires, and configurable statuses
Our workflow engine is getting bigger and better. We have just added three new features that help you automate complex workflows 1. AML checks Wouldn’t it be nice to securely ask your clients to go through their AML checks rather than you having to ask them for passport copies and re-typing their data into a […]