MyDocSafe - new feature announcement - Portals, Proposals and Access Management
30th Sep 2020
Brought to you by
Share this content
Here is our last feature release in September. I hope you find these improvements useful, and as always, we hope to hear from you with feedback and ideas.
1. Portals – we have relaunched reminders allowing you to create a bespoke calendar of deadlines and notifications that will be triggered automatically for each client portal. You can select one or more portal users as recipients.
2. Access management console. We have now opened up our access management console to all subscribers to allow you to manage access to client portals and documents, based on “need to know” principle. You can define roles specific to your business and assign access to individual portals, entire portal groups or even individual document folders.
3. Proposals – our end user interface is about to be transformed and simplified. Here is a glimpse at what we are up to. Before we release this feature we are sorting out some technical details.
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...