News

MyDocSafe Workflows Dashboard

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 […]

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MyDocSafe document workflows

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 […]

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Onboarding for accountants

Customise your portal tabs

Our customisation capabilities of portals just got much better.  You can specify your own labels on tabs as well as their order for each Portal Group.  The new option currently lives  Portal Group settings, in General tab:   The page that opens up will show you all available tabs on the left and all enabled […]

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MyDocSafe Price Promotion

Free fall: Cut your MyDocSafe subscription cost to ZERO

Let us brighten your January with an easy way to cut your subscription cost! Get 10% off your licence fee for each subscriber you bring. This means: 1 free licence for 10 subscribers you bring 2 free licences for 20 subscribers you bring Etc. How does it work: Recommend us to your clients or friends […]

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