Creating a customer onboarding flow

Process overview You can create a bespoke customer onboarding flow in three easy steps: Create a form (click -> ‘New’ -> ‘Form’).  The form can include a number of different fields and document upload buttons.  You decide what data is required or optional. Create a signing template (upload a document, then click ‘Document Template’ and…

Adding SMS verification

Adding SMS verification Our e-signature product traces user’s email address, IP address and the time when a document was opened and signed. For most transactions this is sufficient. However, there are situations where a second form of verification is required, for example, when partners share an email address and we want to make sure that both of them…

December 2018

We have a Christmas present for you. We are about to launch an add-on that will allow you to send documents for e-signature directly from the comfort of Outlook.  Compose your email, add an attachment then click ‘MyDocSafe’ e-sign button – done.   Save time especially in the coming busy tax season! The add-on is in…

Create bespoke branding

Create bespoke branding If you have a personal account you have to upgrade first to take advantage of the features mentioned in this post. You can easily add your company branding to My DocSafe account.  Your brand will be visible whenever we do something on your behalf: in the emails we send to your clients…

August 2016

Welcome to our August newsletter!  We have recently released a number of exciting features which we summarised for you below.  We hope you will enjoy them. We have made document approval and signing even easier.  You can now send a set of documents for signing in one go.  You no longer need to input signees’ details…

Importing contacts

You can import your contacts into My DocSafe from a CSV file.  Each user can maintain a private contact list.  User groups can also maintain a shared contact list.   The following step-by-step guide explains how to import and edit contacts. Choose if you want to import your contacts to your private or shared list. 2.…

Overview

Our document management system is entirely cloud based and allows individual users or groups of users to manage and interact with a sophisticated document filing system which has been designed for a professional service firm. My DocSafe can be used for internal document processing and management as well as secure interaction and communication with external…

Compliance

We are registered with the Information Commissioner’s Office in the United Kingdom All client data is held in the European Union (our data centre is based in Dublin, Ireland) We have strict guidelines over which officers are authorised to access client encryption keys and under what conditions (see ‘encryption’ for more details). We do not…

Connection, passwords and authentication

We use a Secure Socket Layer protocol to create a secure connection to our website (https). Complex passwords are required, are never stored in plain text, and are encrypted using random strings (salts) and destructive functions (hashes). We offer an option to use two-factor authentication using a mobile phone number. Each session expires automatically after…