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Posts by category
- Category: Uncategorized
- A library of workflow templates
- Emailing current and former clients – consent rules
- One liner jokes, quiz questions and fun facts
- Communicating with clients through client portal software: picking the right tone of voice and medium
- Getting an appropriate brief from your client – best practice
- Asking AI about itself to see what is coming next
- The Legalities of Electronic Signatures: What You Need to Know
- How to Create a Client Portal That Will Wow Your Customers
- Client Portals for Tax Accountants – a case study
- The benefits of using data onboarding tools
- A secure document upload link – what is it and how to use it
- What are Experiential Portals and How Can You Use Them?
- How to pick your document security software
- Unlocking the Potential of Client Portals
- Meet us at Web Summit Lisbon
- MyDocSafe now offers Qualified Electronic Signatures
- MyDocSafe integrates with Act! Premium (Desktop)
- MyDocSafe has been recognized by FinTech Global as one of the most innovative and relevant WealthTech companies in the world.
- The Soft Underbelly Of The Wealth Management Industry: Part 2
- The Soft Underbelly Of The Wealth Management Industry: Part 1
- 5 Ways Onboarding Impacts Long Term Client Engagement
- Maintaining Trust Without Face To Face Interaction As A Wealth Manager
- 3 MDS features that help your real estate business run more efficiently
- The surprising topic dominating the conversation at this year’s Global WealthTech Summit 2021.
- Post Pandemic Business Operations: What’s Changed Forever?
- 3 Predictions For The Future Of Wealth Tech
- 5 Tips For A Successful Client Onboarding Process
- 5 Key Steps To A Successful Business Proposal
- 4 Ways MyDocSafe eForms Help Transform Your Customer Experience
- Digital Signatures In A Post-Pandemic Landscape
- MyDocSafe Use Case: Wealth Management Onboarding and Client Relationship.
- Accountancy DMS Balancing Act: Access Vs Security In Client Data
- Category: Blog posts
- Document workflow automation using MyDocSafe
- Knowledge Based Authentication for digital signatures – what is it and how does MyDocSafe deal with it
- Data protection after Brexit – what now?
- Digital Signatures and Identity – what to expect from 2021
- A definitive guide to client portals
- Client onboarding in the time of a pandemic
News
- November (1) Release notes
- October (1) Release notes
- September (1) Release notes
- August 2023 release notes
- MyDocSafe July 2023 release notes
- MyDocSafe June 2023 release notes
- New Dashboard for Workflows, data onboarding tools and more
- New home page, new audit trail and more
- Our Workflows now have AML checks, questionnaires, and configurable statuses
- Customise your portal tabs
- Free fall: Cut your MyDocSafe subscription cost to ZERO
- Workflows 2.0 have arrived
- Change recipient's email address after a document has been sent for signing
- Add your own portal tutorial
- Your portal login page
- We have launched a marketplace with apps you can connect with
- New webform features: the rating widget and images
- Clients can pro-actively approve documents via portals.
- Secure document distribution - available options
- New portal notifications
