MyDocSafe - new feature announcement - Portals, Proposals and Access Management

30th Sep 2020
Brought to you by
mydocusafe logo
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.

MyDocSafe portal reminders


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. 

MyDocSafe access management


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.

MyDocSafe proposals

As always, we look forward to hearing from you with suggestions and ideas.

Best regards,

Daniel Stachowiak

MD, MyDocSafe