MyDocSafe is attending Digital Integration In Wealth Management 2023 at the Royal Lancaster Hotel (21/22 02 2023) Come and talk to us at the Digi Wealth in London on the 21st and 22nd of February. If you have workflows to automate, whether they are related to customer onboarding, document approvals, or complex transactions then do […]
What are Experiential Portals and How Can You Use Them?
What are Experiential Portals and How Can You Use Them? In today’s digital world, it is essential for businesses to have the right tools for managing their data and transactions. One may wonder how to create a client portal in WordPress, Squarespace or Wix, which may be enough for an ecommerce platform but professional services […]
Meet us at Web Summit Lisbon
MyDocSafe is attending Web Summit Lisbon. Come and talk to us at Web Summit in Lisbon on the 1st of November 2022. If you have workflows to automate, whether they are related to customer onboarding, document approvals, complex transactions then do reach out to us via the Web Summit app to arrange a meeting. We […]
MyDocSafe integrates with Act! Premium (Desktop)
MyDocSafe is proud to announce a release of an integration with Act! Premium (Desktop) . Newcastle upon Tyne and Bedford, UK — Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses, today announced an integration with MyDocSafe – an all-in-one document workflow and e-sign software. By integrating the […]