Knowledge Database
Getting started
New to MyDocSafe? Then start here.
28 articles
Client Portals
Our secure portal technology for clients, deals and workflows
38 articles
Electronic Signature
Our electronic signature technology.
18 articles
Workflows
3 articles
Client onboarding
A simple quoting and client onboarding system
3 articles
Secure document management
Our cloud encrypted document strorage and management tools
6 articles
Quotes & Proposals
A quick way to send out quotes and sign engagement letters
4 articles
Encrypted email
Our Office365 plugins for encrypted email, esign and publishing documents to portals.
6 articles
ID, KYC and AML checks
Third party services for your compliance needs.
1 article
Questionnaires & Webforms
Logic based questionnaires
10 articles
Subscription, discounts and billing
6 articles