MyDocSafe Help Centre
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Knowledge Database

Getting started

New to MyDocSafe? Then start here.

28 articles

Client Portals

Our secure portal technology for clients, deals and workflows

36 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

3 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
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