Welcome to our March 2026 release notes Tasks Task templates for easy reuse Recurring tasks with a number of frequency options Timesheets PDF export added Salesflows Hourly billing option added – this is particularly useful for timesheets – you can now quote a client an hourly rate, set up a task and start a clock […]
December 2025 release notes (1)
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 […]
November 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 […]
