Welcome to our May release notes In this release we worked hard on improving workflows (those embedded in client portals and those used to sell services). Data can now flow between widgets, users can fill out forms faster, a quote can be electronically signed as well as paid for, and admins can manage workflow easier, […]
April 2025 release notes
Welcome to our April release notes It’s going to be short this time as in the last couple of weeks we focused on bug fixes and experimental products (more about those later) Signed forms – previously they were all just called “form name.pdf”. Now you can control what a signed form should be named. […]
March 2025 release notes
Welcome to March 2025 release notes Taking payments is now possible via GoCardless we have added GoCardless as an available payment method. You can now send quotes and proposals and request clients to set up their payment via GoCardless. To enable the integration go to Home/Settings/Integrations/GoCardless. if you use a payment system currently not integrated […]
February release notes
Welcome to our first release note of 2025 Document management We now support multi-media files (audio and video) on premium subscription plans. You can upload a recording directly from your mobile phone into your MyDocSafe account via any supported browser. Just login, go to Documents or a folder where you want to upload your recording […]