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 […]
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 […]
February 2024 release notes
We have now released Prospects Prospects is a type of a portal group which lets you send quotes and proposales (“SalesFlows”) to users by email. You can create as many Prospect groups as you need Recipients do not need to have portal access. The proposals will arrive by email and will be accessible through a […]
MyDocSafe extension for Zoho projects
You can now use MyDocSafe directly from your Zoho projects account to send documents for signing quickly and efficiently. The easiest way to start is to follow the instructions on our page or go directly to our listing in Zoho’s marketplace. Just make sure you use the right marketplace – Zoho has several marketplaces that are […]