MyDocSafe Workflows Dashboard

New Dashboard for Workflows, data onboarding tools and more

New features released on May 15th, 2023 1. Workflow management has just got easier. Your Home screen now features a new Workflows Dashboard which lists all workflows across all portal group with their statuses, latest changes and links to portals and workflows.  You no longer need to check the status of a workflow by navigating […]

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MyDocSafe document workflows

Our Workflows now have AML checks, questionnaires, and configurable statuses

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 […]

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Onboarding for accountants

Customise your portal tabs

Our customisation capabilities of portals just got much better.  You can specify your own labels on tabs as well as their order for each Portal Group.  The new option currently lives  Portal Group settings, in General tab:   The page that opens up will show you all available tabs on the left and all enabled […]

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