London, UK- February 21, 2019- MyDocSafe, a leading provider of trusted e-signature, onboarding and and client portal solutions for the professional and financial service firm market, is pleased to announce the release of a mail-merge feature for its e-signature technology.
The new feature is ideal for anyone who needs to periodically send out a large volume of bespoke documents for e-signature but needs to customise the content of each document and welcome email. This powerful automation tool is particularly useful for contract heavy industries:
- Accounting, legal – engagement letters
- Insurance – TOBAs
- Education – acceptance letters
- Wealth management – terms of business letters
Daniel Stachowiak, Managing Director of MyDocSafe commented “This new feature is part of our commitment to saving professional services firms time and money when it comes to compliance and customer communication.”
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.
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