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 […]
November release notes
November release notes Internal documents / private portal areas. Portals now can be configured to feature folders that are not visible to client users. This is particularly useful if you would like to hold both published and unpublished documents in the same client portal. To enable “Internal Documents” to to Portal Group Settings page and […]
September 2024 release notes
Welcome to our September release notes. We were very busy this summer. Here is what is new: Signatures We continue migrating our Signatures dashboard to the new look&feel. The legacy plaform is now almost completely gone with all features migrated to the new design. We will not start adding new features to it One new […]
July 2024 Release notes
Welcome to July 2024 release notes. Here is what is new: Workflows: we added automatic invitation reminders. These work both in Prospect and Client portal groups saving you time. you can use message templates as workflow reminders and inviations Contacts: The contacts list is now paginated, can be sorted in a number of ways and […]