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MyDocSafe January 2024 (1) release notes

Welcome to our January 2024 release notes.  Here is what is new:

New pricing plans

  • We have revamped our pricing plans to make them more affordable to low volume users.
  • Existing subscribers can switch to new plans (but can’t move back to the old ones once they do).
  • Internal users who are not account owners can no longer view the subscription page
  • You can view the pricing plans in Home/Settings/Subscription & Billing/Change Plan or through our public page mydocsafe.com -> Pricing

New ID verification services available via workflows:

  • Our new identity verification partner is Yoti
  • You can now use ID services from Yoti through our portal workflows
  • Your clients will be able to take a selfie and snap a photo of their ID seamlessly

What is coming next:

  • Sending SalesFlows to Prospects without requiring a login – to make the sales process much faster and convenient to your clients
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September 2026 Release Notes

One-time identity verification, formatted client messages and multi-file uploads are here — alongside future billing start dates, a next invoice page for clients and two-factor backup codes.

July 31, 2026

July 2026 Release Notes

Less chasing, more assurance: workflow deadlines, automatic client reminders, per-signer signature control including AES and QES, in-workflow document uploads, quick actions and API access.

May 2, 2026

May 2026 Release Notes

MyDocSafe May 2026 release - new iOS app with biometric login, redesigned top navigation, faster Tasks page, invoice and payment improvements, and customizable portal home pages.

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