Your 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 […]
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 […]
We have launched a marketplace with apps you can connect with
We have launched a marketplace with apps you can connect with. This feature will allow you to seamlessly transfer data between MyDocSafe and other software products that you are already using. The marketplace is enabled in your account by default. It is located in Home / Settings / Marketplace The first app which we published […]
New webform features: the rating widget and images
We have introduced two improvements to our webforms: We created a new widget you can use in our webforms: the rating widget. It is particularly useful if you would like to give your clients an opportunity to express their level of satisfaction after they complete the workflow or if you are asking them to rate […]