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 […]
Clients can pro-actively approve documents via portals.
If you share a document with your client through a portal, the only way to have it signed or approved by your client was for you to configure the transaction and request a signature. In some cases that is too labour intensive. For that reason, we enabled the option for clients to be able to […]