In this release we have: enabled Ai4u integration with MyDocSafe portals. You can now publish your own trained AI assistant inside your client portals to speed up Q&A or onboarding processes. Detailed instructions can be found HERE. enabled custom colors to be used in white-labelling of the portals. Before we had a preset list of […]
November 2025 release notes
In this sprint we worked primarily on the way portal messages work. Portal messages are secure chat rooms with benefits: you can send an unencrypted notification, or a message that requires logging in to be viewed, you can request documents via an upload button or ask clients to fill out fact finds. We added some […]
October 2025 release notes
New feature released: A public link to a workflow ideal for automating investor relations, shareholder resolutions and AGMs (read a full blogpost here) also perfect for selling services or onboarding clients without requiring them to set up a login (read a full blogpost here) Internal forms ideal for financial advisors or anyone who conducts internal […]
June 2025 release notes
Welcome to our June release notes In this release we worked hard on launching the first version of the Tasks module. Tasks Our tasks module is designed to help you assign tasks to both internal users and clients. It is currently turned off by default as we continue polishing the functionality. However, you can turn […]