Welcome to March 2024 release notes. We have quite a few new features we want to share with you. The biggest feature in this release is the Portal Dashboard or a Portal Home Page It transforms client experience. You can now publish a Dashboard that serves multiple purposes: publish a welcome message with your contact […]
February 2024 release notes
We have now released Prospects Prospects is a type of a portal group which lets you send quotes and proposales (“SalesFlows”) to users by email. You can create as many Prospect groups as you need Recipients do not need to have portal access. The proposals will arrive by email and will be accessible through a […]
September (1) Release notes
Welcome to our first September release announcement. Here is what is new: New e-sign experience We started upgrading our electronic signature user experience. It is a multi-phase process because of a large number of scenarios our platform can be used for. We started with ‘document approval’ – self-approving documents by end users in portals or […]
August 2023 release notes
Welcome to our August 2023 release notes We have changed the name format of documents signed with MyDocSafe Docusign sends you 2 files: A summary document A pdf with this file format: Complete_with_Docusign_XXX where XXX is the file name of the original document We create a single document with the summary appended to it. The […]