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 […]
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 […]
Workflows 2.0 have arrived
We have just launched a new feature that is available in all client portals: the ability to design and share document workflows that clients can go through in a structured manner. This is particularly useful if you would like your client to sign or view several documents in one go. You control the name of […]
Add your own portal tutorial
You can now add your own portal tutorial that you can make available to your clients. This is particularly useful if you would like to welcome your clients to their portal in a more personalised manner than just by showing an announcement. To configure the tutorial, go to your chosen Portal Group Settings and […]
