I am delighted to let you know about major improvements to our platform. In case you noticed some of the changes already, here a full list of what we were up to recently. I hope that you will find these relevant to your work and as always, we look forward to your feedback and welcome feature suggestions.
a. Email notifications for document uploads and downloads. Until now you only had an option of in-app notifications which was not ideal if you were waiting for that important document and was not logged in to your account.
b. Message templates. Last but not least we have added a message template library which you can share with all your colleagues. This library is easily accessible when sending a document for signing, or sending a workflow. You can define new templates on the fly and later manage them all from a central location. No more manual template sharing!
As always, we look forward to hearing from you with suggestions and ideas.
MyDocSafe is a secure document management and digital signature platform. It is used primarily by accountants, payroll bureaus and bookkeepers to automate client onboarding, streamline document approval and improve GDPR compliance. MyDocSafe’s client portals are widely used to distribute payroll documents, sign engagement letters and securely...