News

MyDocSafe Permission levels for selling team

May 2024 release notes

We have now released: ability to automatically sum up values entered in a Grid widget in a questionnaire.  To see how to set it up, follow these instructions. we improved the look and feel of our document viewer (and more improvements are coming) we introduced new permission levels that make it easy for you to […]

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Proof-of-address test in MyDocSafe

Proof-of-address test is now available and other news

Welcome to May 2024 release notes.  We have quite a few new features we want to share with you. ID verification services We added proof-of-address tests which are now available via Yoti in our worklfows To enable them either edit the ID verification widget in a workflow or, if you would like your portal users […]

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MyDocSafe Portal Home Page

MyDocSafe Portal Dashboard Page released and other items

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 […]

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