MyDocSafe Announces second April 2018 Release focused on workflow automation and client portals.
London, UK- April 24, 2018- MyDocSafe, is a leading provider of trusted e-signature, onboarding and compliance solutions for the professional and financial service firm market, is pleased to announce the rollout of the April 2018 release. To assure continuous innovation, MyDocSafe releases new updates at least once a month.
The April 2018 second release includes the following improvements.
(1) Ability to design an onboarding workflow where the data from a form populates a document template on the fly, the document is automatically turned into a pdf document and is immediately presented for electronic signing. For further information on how to set up such wofklows, visit our knowledge database (https://mydocsafe.zendesk.com/knowledge/articles/360003462673/en-us?brand_id=3258425)
(2) Ability to search client portals by label or portal name.
(3) Faster loading and browsing through client portals
(4) Bug fixes.
“This is our second release in April as we are trying to accelerate the speed with which we ship new features to the market. The feature to dynamically populate document templates before they are signed has been a key missing bit in our onboarding workflow widget. The next step is to open up the ability for more than one person to sign the document which is embedded in a complex onboarding workflow.” said Daniel Stachowiak, Managing Director of MyDocSafe.
MyDocSafe is the leading provider of advanced e-signature and on-boarding software for the professional and financial service firm market. MyDocSafe empowers companies to design and deploy their own client sign up processes which include secure forms, KYC/AML checks, contract signing, payment facility and client portal setup. MyDocSafe’s GDPR dashboard also helps companies with internal regulatory audit and compliance. MyDocSafe enterprise edition includes a MiFID2 categorisation platform that helps banks categorise clients and win new business. For additional information, visit www.mydocsafe.com.
Media Contact – Daniel Stachowiak
+44 203 286 7419 (UK)
+1 (415) 992-6342 (US)