Introduction to Portal Dashboards What is a portal dashboard? Dashboards are everywhere. Most tell you the bad news: from those that tell you how much you have spent last week and on what to those that flag information about overdue tasks, missed deadlines and unmet goals. In the world of traditional CRMs, each client sheet […]
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 […]
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 […]
MyDocSafe now offers Qualified Electronic Signatures
What is a Qualified Electronic Signature? A qualified electronic signature (QES) is an electronic signature that is compliant with European Union’s so called eIDAS Regulation (No 910/2014) for electronic transactions within the internal European market. In a nutshell, it allows one to verify authorship of an electronic signature. Note that eIDAS requires that no electronic signature should be […]