Welcome to MyDocSafe December 2025 release notes E-signature signers can now select ‘today’s date’ faster. Portals Client users can now rename folders they created themselves (for some reason that option was not available to them) Document management Interal Documents have been renamed from “Documents” to “Files” to remove confusion related to “Documents” tabs in client […]
November 2025 release notes (2)
In this release we have: enabled Ai4u integration with MyDocSafe portals. You can now publish your own trained AI assistant inside your client portals to speed up Q&A or onboarding processes. Detailed instructions can be found HERE. enabled custom colours to be used in white-labelling of the portals. Before we had a preset list of […]
Nobember 2025 release notes
In this sprint we worked primarily on the way portal messages work. Portal messages are secure chat rooms with benefits: you can send an unencrypted notification, or a message that requires logging in to be viewed, you can request documents via an upload button or ask clients to fill out fact finds. We added some […]
October 2025 release notes
New feature released: A public link to a workflow ideal for automating investor relations, shareholder resolutions and AGMs (read a full blogpost here) also perfect for selling services or onboarding clients without requiring them to set up a login (read a full blogpost here) Internal forms ideal for financial advisors or anyone who conducts internal […]