Here is a quick video explaining what you see on the dashboard.
In this video we show you how to set up your client onboarding process using MyDocSafe Proposals. From setting up your services and prices, through contract templates and intake forms all the way to ID verification and payment setup.
In this video we show you how to set up and share electronic forms. From simple inputs through to conditional statements, data validation, 2-by-2 data sets and letting users clone entire sections.
In this video we show how to create a document from scratch, how to add variable to it, how to create an instance of a template, fill the variables and how to send it for signing.
In this video we show how to create a workflow that consists of three steps: an e-form, a contract and a direct debit mandate setup. We use GoCardless for direct debit setup. Workflows allow you to onboard your prospects in a fast and user friendly way – once designed, you can re-use them and efficiently collect the data and monitor progress.
In this video we show you how to set up portal groups for different types of stakeholders and how to securely share documents with your stakeholders (clients, employees, investors) through individual portals.