Welcome to our June 2024 release note. This time we have had a major release adding several new exciting features. In particular, we continue to improve our sales, compliance and client portal tools. Here is the roundup: Quotes & Proposals We have enabled ‘hourly’ billing option in SalesFlows via the “Unit label” field. This […]
May 2024 release notes
We have now released: ability to automatically sum up values entered in a Grid widget in a questionnaire. To see how to set it up, follow these instructions. we improved the look and feel of our document viewer (and more improvements are coming) we introduced new permission levels that make it easy for you to […]
Proof of address test is now available and other news
Welcome to May 2024 release notes. We have quite a few new features we want to share with you. ID verification services We added proof-of-address tests which are now available via Yoti in our worklfows To enable them either edit the ID verification widget in a workflow or, if you would like your portal users […]
MyDocSafe Portal Dashboard Page released and other items
Welcome to March 2024 release notes. We have quite a few new features we want to share with you. The biggest feature in this release is the Portal Dashboard Page or a Portal Home Page It transforms client experience. You can now publish a Dashboard that serves multiple purposes: publish a welcome message with your […]