MyDocSafe Portal Home Page

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 […]

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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 […]

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MyDocSafe Broadcast

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  Here is what is new: Request Files are now Messages “Request files” feature has been retired and has been replaced by ‘messages’ feature.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 […]

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