News

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 […]

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Change recipient’s email address after a document has been sent for signing

You can now change the email address of a signee, who has not yet signed a document, even after the document has been sent out for signing.  Until recently you had to cancel the esignature request if you discovered that one of your signees has had an incorrect email address.  To make the change, go […]

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MyDocSafe Video Tutorial

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 […]

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MyDocSafe bespoke portal login page

Your portal login page

Availability: Business Plan or if a paid add-on has been purchased. You can now customise the ‘go to homepage’ link to redirect to a page of your choice. This way your bespoke portal login page can include: your bespoke login URL address (ex. portals.mycompany.com) your company logo reference to your own home page (or any […]

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