Blog

VIASOCKET AND MYDOCSAFE

viaSocket integration has arrived!

Announcing viaSocket integration We are excited to announce the integration of viaSocket with MyDocSafe, unlocking new possibilities for companies to seamlessly connect their existing applications with MyDocSafe. This powerful combination enables businesses to automate workflows, securely manage documents, and streamline their operations. With this integration, companies can easily build new use cases, whether it’s automating […]

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MyDocSafe - contacts dashboard 3

Understanding the ‘Need to Know’ Data Access Principle

Understanding the ‘Need to Know’ Data Access Principle The ‘Need to Know’ data access principle is a fundamental security concept designed to limit access to sensitive information. Under this principle, individuals or entities are granted access only to the data necessary for them to perform their specific tasks or roles. This approach minimizes the risk […]

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MyDocSafe WealthTech100 list

MyDocSafe is on the 2024 WealthTech100 list

MyDocSafe has been recognized by FinTech Global as one of the most innovative and relevant WealthTech companies in the world. Sixth annual WealthTech100 list names the companies transforming the world of wealth and asset management The latest edition of the WealthTech100 has been launched today by FinTech Global, a specialist research firm. This prestigious ranking […]

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MyDocSafe workflow templates

A library of workflow templates

Defining a library of workflow templates. A library of workflow templates is a collection of pre-designed, standardized, and reusable workflow structures that businesses or individuals can use as a starting point for various processes and tasks. These templates are typically created to streamline and automate common business processes, saving time and ensuring consistency in how […]

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