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MyDocSafe electronic signature

Streamlining Customer Onboarding with Electronic Signatures

Chapter 1: Introduction to Electronic Signatures Understanding the Basics of Electronic Signatures In today’s fast-paced digital world, small businesses are constantly looking for ways to streamline their processes and improve efficiency. One way to achieve this is by integrating electronic signatures into customer onboarding procedures. Electronic signatures offer a convenient and secure way to sign […]

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MyDocSafe Business Proposal example 3 GBP

Samples of Business Proposals That Seal the Deal

A well-crafted proposal can make all the difference between winning a lucrative contract or being left behind. Whether you’re pitching a new product, service, or partnership, a compelling business proposal serves as your ticket to success. To inspire your next proposal endeavor, let’s explore some samples of business proposals that seal the deal.   We will […]

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Sending emails to former clients

Emailing current and former clients – consent rules

Emailng your clients – do I need to worry about consent rules? Current requirements for obtaining consent before sending someone an email have become increasingly stringent in recent years, driven by concerns over privacy and data protection. In many jurisdictions, including the European Union under the General Data Protection Regulation (GDPR) and similar regulations worldwide, […]

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Communicating with clients via portals mydocsafe

Communicating with clients through client portal software: picking the right tone of voice and medium

Secure client portals are designed to be communication hubs, but with a large number of communication mediums available, one needs to carefully design one’s communication strategy with clients in order to hit just the right notes.  From the right tone, through the right frequency and the right content, how you communicate will impact cusotmer satisfaction […]

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