News

MyDocSafe Workflow template cloning

October (1) Release notes

Our workflows are becoming a power tool You can now download all workflow contents into a single pdf.   Imagine a client who went through 10 steps including filling out forms, uploading documents, and signing agreements.  All that content – including attached documents, are combined into a single PDF.  Use the feature to share onboarding files […]

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MyDocSafe new esign experience

September (1) Release notes

Welcome to our first September release announcement. Here is what is new: New e-sign experience We started upgrading our electronic signature user experience.  It is a multi-phase process because of a large number of scenarios our platform can be used for.  We started with ‘document approval’ – self-approving documents by end users in portals or […]

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August 2023 release notes

Welcome to our August 2023 release notes We have changed the name format of documents signed with MyDocSafe Docusign sends you 2 files: A summary document A pdf with this file format: Complete_with_Docusign_XXX where XXX is the file name of the original document We create a single document with the summary appended to it.  The […]

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MyDocSafe Broadcast

MyDocSafe July 2023 release notes

Welcome to our July 2023 release note.  Here is what is new: Request Files are now Messages “Request files” feature has been retired and has been replaced by ‘messages’ feature. You can now send unencrypted messages to portal users and include a secure document upload link in the message.  To enable ‘messages’, go to your […]

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